Bridgewater Advisors’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-26,257
| Closed | -$215K | – | 104 |
|
2023
Q3 | $215K | Sell |
26,257
-22
| -0.1% | -$180 | 0.03% | 104 |
|
2023
Q2 | $235K | Hold |
26,279
| – | – | 0.05% | 100 |
|
2023
Q1 | $238K | Buy |
+26,279
| New | +$238K | 0.05% | 108 |
|
2022
Q3 | – | Sell |
-25,200
| Closed | -$185K | – | 196 |
|
2022
Q2 | $185K | Hold |
25,200
| – | – | 0.04% | 217 |
|
2022
Q1 | $280K | Hold |
25,200
| – | – | 0.07% | 197 |
|
2021
Q4 | $353K | Sell |
25,200
-10,000
| -28% | -$140K | 0.08% | 175 |
|
2021
Q3 | $565K | Buy |
35,200
+3,000
| +9% | +$48.2K | 0.16% | 129 |
|
2021
Q2 | $623K | Buy |
+32,200
| New | +$623K | 0.2% | 115 |
|