EWM
RKT icon

Edge Wealth Management’s Rocket Companies RKT Stock Holding History

Edge 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
Q1 		– Sell
-14
Closed -$1K – 377
2021
Q4 		$1K Hold
14
– – ﹤0.01% 484
2021
Q3 		$1K Hold
14
– – ﹤0.01% 502
2021
Q2 		$1K Hold
14
– – ﹤0.01% 415
2021
Q1 		$1K Hold
14
– – ﹤0.01% 413
2020
Q4 		$1K Hold
14
– – ﹤0.01% 359
2020
Q3 		$1K Buy
+14
New +$326 ﹤0.01% 412

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

Edge Wealth Management's RKT Position: Q1 2022 in Review

Edge Wealth Management sold out of Rocket Companies (RKT) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in RKT in Q3 2020 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 241 funds tracked by Wall St. Rank hold RKT as of Q1 2022.

  • Edge Wealth Management reported no remaining Rocket Companies position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 14 Rocket Companies shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in Rocket Companies in Q3 2020 and held it in 6 quarters.
  • Edge Wealth Management's Rocket Companies position peaked at $1K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.