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Ellevest Inc’s Rocket Companies RKT Stock Holding History

Ellevest 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
2023
Q2 		– Sell
-3,171
Closed -$28.7K – 1345
2023
Q1 		$28.7K Buy
3,171
+513
+19% +$4.42K ﹤0.01% 749
2022
Q4 		$18.6K Buy
2,658
+2,563
+2,698% +$18.7K ﹤0.01% 870
2022
Q3 		$1K Sell
95
-284
-75% -$2.47K ﹤0.01% 1507
2022
Q2 		$3K Buy
379
+360
+1,895% +$3.11K ﹤0.01% 1108
2022
Q1 		$0 Sell
19
-74
-80% -$915 ﹤0.01% 1601
2021
Q4 		$1K Sell
93
-6
-6% -$96 ﹤0.01% 1319
2021
Q3 		$2K Buy
+99
New +$1.73K ﹤0.01% 1174
2021
Q2 		– Sell
-1,737
Closed -$40K – 1391
2021
Q1 		$40K Buy
+1,737
New +$38.8K ﹤0.01% 522

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ellevest Inc's RKT Position: Q2 2023 in Review

Ellevest Inc sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 3,171 shares — an estimated $28.7K sold.

Ellevest Inc first reported a position in RKT in Q1 2021 and held it in 8 quarters. The position peaked at $40K in Q1 2021. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

  • Ellevest Inc reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 3,171 Rocket Companies shares in Q2 2023, an estimated $28.7K.
  • Ellevest Inc first reported a position in Rocket Companies in Q1 2021 and held it in 8 quarters.
  • Ellevest Inc's Rocket Companies position peaked at $40K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.