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Blue Bell Private Wealth Management’s Rocket Companies RKT Stock Holding History

Blue Bell Private 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
2022
Q1 		– Sell
-370
Closed -$5K – 919
2021
Q4 		$5K Buy
+370
New +$5.89K ﹤0.01% 545

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Blue Bell Private Wealth Management's RKT Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of Rocket Companies (RKT) in Q1 2022, closing a stake of 370 shares — an estimated $5K sold.

Blue Bell Private Wealth Management first reported a position in RKT in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 241 funds tracked by Wall St. Rank hold RKT as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining Rocket Companies position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 370 Rocket Companies shares in Q1 2022, an estimated $5K.
  • Blue Bell Private Wealth Management first reported a position in Rocket Companies in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Rocket Companies position peaked at $5K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.