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Diversified Portfolios Inc’s Rocket Companies RKT Stock Holding History

Diversified Portfolios Inc’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
-10,200
Closed -$143K – 143
2021
Q4 		$143K Hold
10,200
– – 0.03% 133
2021
Q3 		$164K Hold
10,200
– – 0.05% 115
2021
Q2 		$197K Buy
+10,200
New +$206K 0.07% 105
2021
Q1 		– Sell
-10,200
Closed -$206K – 99
2020
Q4 		$206K Buy
10,200
+200
+2% +$4.22K 0.07% 92
2020
Q3 		$199K Buy
+10,000
New +$233K 0.09% 73

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.93B AUM 37.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Diversified Portfolios Inc's RKT Position: Q1 2022 in Review

Diversified Portfolios Inc sold out of Rocket Companies (RKT) in Q1 2022, closing a stake of 10,200 shares — an estimated $143K sold.

Diversified Portfolios Inc first reported a position in RKT in Q3 2020 and held it in 5 quarters. The position peaked at $206K in Q4 2020. 241 funds tracked by Wall St. Rank hold RKT as of Q1 2022.

  • Diversified Portfolios Inc reported no remaining Rocket Companies position as of Q1 2022 after selling out during the quarter.
  • Diversified Portfolios Inc sold 10,200 Rocket Companies shares in Q1 2022, an estimated $143K.
  • Diversified Portfolios Inc first reported a position in Rocket Companies in Q3 2020 and held it in 5 quarters.
  • Diversified Portfolios Inc's Rocket Companies position peaked at $206K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2022.

Based on Diversified Portfolios Inc's 13F filing for Q1 2022, filed 12 May 2022.