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Cahill Financial Advisors’s Rocket Companies RKT Stock Holding History

Cahill Financial 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
Q4 		– Sell
-145
Closed -$2K – 641
2021
Q3 		$2K Buy
+145
New +$2.53K ﹤0.01% 800

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Cahill Financial Advisors's RKT Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 145 shares — an estimated $2K sold.

Cahill Financial Advisors first reported a position in RKT in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 145 Rocket Companies shares in Q4 2021, an estimated $2K.
  • Cahill Financial Advisors first reported a position in Rocket Companies in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Rocket Companies position peaked at $2K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.