CWM
RKT icon

Castle Wealth Management’s Rocket Companies RKT Stock Holding History

Castle 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
2022
Q4 		– Sell
-3,750
Closed -$24K – 506
2022
Q3 		$24K Buy
3,750
+386
+11% +$3.35K 0.01% 309
2022
Q2 		$25K Buy
+3,364
New +$29.1K 0.01% 299

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Castle Wealth Management's RKT Position: Q4 2022 in Review

Castle Wealth Management sold out of Rocket Companies (RKT) in Q4 2022, closing a stake of 3,750 shares — an estimated $24K sold.

Castle Wealth Management first reported a position in RKT in Q2 2022 and held it in 2 quarters. The position peaked at $25K in Q2 2022. 238 funds tracked by Wall St. Rank hold RKT as of Q4 2022.

  • Castle Wealth Management reported no remaining Rocket Companies position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 3,750 Rocket Companies shares in Q4 2022, an estimated $24K.
  • Castle Wealth Management first reported a position in Rocket Companies in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Rocket Companies position peaked at $25K in Q2 2022.
  • 238 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.