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First Affirmative Financial Network’s Rocket Companies RKT Stock Holding History

First Affirmative Financial Network’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
2024
Q3 		– Sell
-13,021
Closed -$178K – 299
2024
Q2 		$178K Sell
13,021
-1,251
-9% -$16.9K 0.12% 232
2024
Q1 		$208K Buy
14,272
+822
+6% +$10.2K 0.15% 216
2023
Q4 		$195K Buy
13,450
+2,052
+18% +$19.7K 0.16% 215
2023
Q3 		$93.2K Buy
+11,398
New +$115K 0.09% 196

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

First Affirmative Financial Network's RKT Position: Q3 2024 in Review

First Affirmative Financial Network sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 13,021 shares — an estimated $178K sold.

First Affirmative Financial Network first reported a position in RKT in Q3 2023 and held it in 4 quarters. The position peaked at $208K in Q1 2024. 269 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • First Affirmative Financial Network reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • First Affirmative Financial Network sold 13,021 Rocket Companies shares in Q3 2024, an estimated $178K.
  • First Affirmative Financial Network first reported a position in Rocket Companies in Q3 2023 and held it in 4 quarters.
  • First Affirmative Financial Network's Rocket Companies position peaked at $208K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on First Affirmative Financial Network's 13F filing for Q3 2024, filed 10 Oct 2024.