EI
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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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return