BFPW
RKT icon

BOK Financial Private Wealth’s Rocket Companies RKT Stock Holding History

BOK Financial Private Wealth’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
2023
Q4 		– Sell
-200
Closed -$1.64K – 539
2023
Q3 		$1.64K Buy
+200
New +$2.02K ﹤0.01% 361

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BOK Financial Private Wealth's RKT Position: Q4 2023 in Review

BOK Financial Private Wealth sold out of Rocket Companies (RKT) in Q4 2023, closing a stake of 200 shares — an estimated $1.64K sold.

BOK Financial Private Wealth first reported a position in RKT in Q3 2023 and held it in 1 quarter. The position peaked at $1.64K in Q3 2023. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

  • BOK Financial Private Wealth reported no remaining Rocket Companies position as of Q4 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 200 Rocket Companies shares in Q4 2023, an estimated $1.64K.
  • BOK Financial Private Wealth first reported a position in Rocket Companies in Q3 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Rocket Companies position peaked at $1.64K in Q3 2023.
  • 236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on BOK Financial Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.