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Cassady Schiller Wealth Management’s Rocket Companies RKT Stock Holding History

Cassady Schiller 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
2024
Q4 		$518 Buy
+46
New +$685 ﹤0.01% 965

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

Cassady Schiller Wealth Management's RKT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Rocket Companies (RKT) in Q4 2024: 46 shares worth $518. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings.

268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

  • Cassady Schiller Wealth Management held 46 shares of Rocket Companies worth $518 as of Q4 2024.
  • Rocket Companies was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Rocket Companies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #965 holding.
  • 268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.