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Core Wealth Advisors (Florida)’s Rocket Companies RKT Stock Holding History

Core Wealth Advisors (Florida)’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
2021
Q1 		– Sell
-450
Closed -$9K – 199
2020
Q4 		$9K Buy
450
+150
+50% +$3.17K 0.01% 118
2020
Q3 		$6K Buy
+300
New +$7K 0.01% 119

Other funds holding RKT

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Core Wealth Advisors (Florida)'s RKT Position: Q1 2021 in Review

Core Wealth Advisors (Florida) sold out of Rocket Companies (RKT) in Q1 2021, closing a stake of 450 shares — an estimated $9K sold.

Core Wealth Advisors (Florida) first reported a position in RKT in Q3 2020 and held it in 2 quarters. The position peaked at $9K in Q4 2020. 260 funds tracked by Wall St. Rank hold RKT as of Q1 2021.

  • Core Wealth Advisors (Florida) reported no remaining Rocket Companies position as of Q1 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 450 Rocket Companies shares in Q1 2021, an estimated $9K.
  • Core Wealth Advisors (Florida) first reported a position in Rocket Companies in Q3 2020 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s Rocket Companies position peaked at $9K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2021, filed 4 May 2021.