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Confluence Wealth Services’s Rocket Companies RKT Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-59
Closed – – 948
2021
Q4 		$0 Buy
+59
New +$940 ﹤0.01% 1261

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Confluence Wealth Services's RKT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Rocket Companies (RKT) in Q1 2022, closing a stake of 59 shares.

Confluence Wealth Services first reported a position in RKT in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 241 funds tracked by Wall St. Rank hold RKT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Rocket Companies position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 59 Rocket Companies shares in Q1 2022.
  • Confluence Wealth Services first reported a position in Rocket Companies in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Rocket Companies position peaked at $0 in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.