CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Rocket Companies RKT Stock Holding History

Carlton Hofferkamp & Jenks 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
2021
Q1 		– Sell
-11,110
Closed -$217K – 130
2020
Q4 		$217K Hold
11,110
– – 0.11% 112
2020
Q3 		$234K Buy
+11,110
New +$259K 0.12% 103

Other funds holding RKT

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's RKT Position: Q1 2021 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Rocket Companies (RKT) in Q1 2021, closing a stake of 11,110 shares — an estimated $217K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in RKT in Q3 2020 and held it in 2 quarters. The position peaked at $234K in Q3 2020. 260 funds tracked by Wall St. Rank hold RKT as of Q1 2021.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Rocket Companies position as of Q1 2021 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 11,110 Rocket Companies shares in Q1 2021, an estimated $217K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Rocket Companies in Q3 2020 and held it in 2 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Rocket Companies position peaked at $234K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2021.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.