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Berman Capital Advisors’s Rocket Companies RKT Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-18
Closed – – 2195
2021
Q2 		$0 Sell
18
-1
-5% -$20 ﹤0.01% 2014
2021
Q1 		$0 Buy
+19
New +$425 ﹤0.01% 1876

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Berman Capital Advisors's RKT Position: Q3 2021 in Review

Berman Capital Advisors sold out of Rocket Companies (RKT) in Q3 2021, closing a stake of 18 shares.

Berman Capital Advisors first reported a position in RKT in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 238 funds tracked by Wall St. Rank hold RKT as of Q3 2021.

  • Berman Capital Advisors reported no remaining Rocket Companies position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 18 Rocket Companies shares in Q3 2021.
  • Berman Capital Advisors first reported a position in Rocket Companies in Q1 2021 and held it in 2 quarters.
  • Berman Capital Advisors's Rocket Companies position peaked at $0 in Q2 2021.
  • 238 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.