Cary Street Partners Investment Advisory’s Rocket Companies RKT Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-100	Closed	-$818	–	1555
2023 Q3	$818	Sell	100 -2,000	-95%	-$20.2K	﹤0.01%	1756
2023 Q2	$18.8K	Hold	2,100	–	–	﹤0.01%	1063
2023 Q1	$19K	Hold	2,100	–	–	﹤0.01%	989
2022 Q4	$14.7K	Buy	+2,100	New	+$15.3K	﹤0.01%	1050

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's RKT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Rocket Companies (RKT) in Q4 2023, closing a stake of 100 shares — an estimated $818 sold.

Cary Street Partners Investment Advisory first reported a position in RKT in Q4 2022 and held it in 4 quarters. The position peaked at $19K in Q1 2023. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Rocket Companies position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 100 Rocket Companies shares in Q4 2023, an estimated $818.
Cary Street Partners Investment Advisory first reported a position in Rocket Companies in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Rocket Companies position peaked at $19K in Q1 2023.
236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.