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Evoke Wealth’s Rocket Companies RKT Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-1,000
Closed -$19K – 1206
2021
Q2 		$19K Hold
1,000
– – ﹤0.01% 664
2021
Q1 		$23K Buy
+1,000
New +$22.4K ﹤0.01% 565

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Evoke Wealth's RKT Position: Q3 2021 in Review

Evoke Wealth sold out of Rocket Companies (RKT) in Q3 2021, closing a stake of 1,000 shares — an estimated $19K sold.

Evoke Wealth first reported a position in RKT in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q1 2021. 238 funds tracked by Wall St. Rank hold RKT as of Q3 2021.

  • Evoke Wealth reported no remaining Rocket Companies position as of Q3 2021 after selling out during the quarter.
  • Evoke Wealth sold 1,000 Rocket Companies shares in Q3 2021, an estimated $19K.
  • Evoke Wealth first reported a position in Rocket Companies in Q1 2021 and held it in 2 quarters.
  • Evoke Wealth's Rocket Companies position peaked at $23K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2021.

Based on Evoke Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.