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Capital Performance Advisors’s Rocket Companies RKT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-2,011
Closed -$38.6K – 2129
2024
Q3 		$38.6K Buy
+2,011
New +$35.3K 0.01% 417

Other funds holding RKT

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Performance Advisors's RKT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 2,011 shares — an estimated $38.6K sold.

Capital Performance Advisors first reported a position in RKT in Q3 2024 and held it in 1 quarter. The position peaked at $38.6K in Q3 2024. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2,011 Rocket Companies shares in Q4 2024, an estimated $38.6K.
  • Capital Performance Advisors first reported a position in Rocket Companies in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Rocket Companies position peaked at $38.6K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.