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BerganKDV Wealth Management’s Rocket Companies RKT Stock Holding History

BerganKDV Wealth Management’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-300
Closed -$6K – 1005
2020
Q3 		$6K Buy
+300
New +$7K ﹤0.01% 566

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return

BerganKDV Wealth Management's RKT Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Rocket Companies (RKT) in Q4 2020, closing a stake of 300 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in RKT in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 246 funds tracked by Wall St. Rank hold RKT as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Rocket Companies position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 300 Rocket Companies shares in Q4 2020, an estimated $6K.
  • BerganKDV Wealth Management first reported a position in Rocket Companies in Q3 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Rocket Companies position peaked at $6K in Q3 2020.
  • 246 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.