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CarsonAllaria Wealth Management’s Rocket Companies RKT Stock Holding History

CarsonAllaria 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
2023
Q1 		– Sell
-8
Closed – – 381
2022
Q4 		$0 Buy
+8
New +$58 ﹤0.01% 364

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CarsonAllaria Wealth Management's RKT Position: Q1 2023 in Review

CarsonAllaria Wealth Management sold out of Rocket Companies (RKT) in Q1 2023, closing a stake of 8 shares.

CarsonAllaria Wealth Management first reported a position in RKT in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 242 funds tracked by Wall St. Rank hold RKT as of Q1 2023.

  • CarsonAllaria Wealth Management reported no remaining Rocket Companies position as of Q1 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 8 Rocket Companies shares in Q1 2023.
  • CarsonAllaria Wealth Management first reported a position in Rocket Companies in Q4 2022 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Rocket Companies position peaked at $0 in Q4 2022.
  • 242 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.