CFA
RKT icon

Carroll Financial Associates’s Rocket Companies RKT Stock Holding History

Carroll Financial Associates’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
Q3 		– Sell
-53
Closed -$1K – 1913
2021
Q2 		$1K Hold
53
– – ﹤0.01% 1647
2021
Q1 		$1K Hold
53
– – ﹤0.01% 1589
2020
Q4 		$1K Buy
+53
New +$1.12K ﹤0.01% 1478

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Carroll Financial Associates's RKT Position: Q3 2021 in Review

Carroll Financial Associates sold out of Rocket Companies (RKT) in Q3 2021, closing a stake of 53 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in RKT in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 238 funds tracked by Wall St. Rank hold RKT as of Q3 2021.

  • Carroll Financial Associates reported no remaining Rocket Companies position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 53 Rocket Companies shares in Q3 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Rocket Companies in Q4 2020 and held it in 3 quarters.
  • Carroll Financial Associates's Rocket Companies position peaked at $1K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.