Focused Wealth Management’s Rocket Companies RKT Stock Holding History

Focused 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
2024 Q1	–	Sell	-167	Closed	-$2.42K	–	798
2023 Q4	$2.42K	Hold	167	–	–	﹤0.01%	752
2023 Q3	$1.37K	Hold	167	–	–	﹤0.01%	811
2023 Q2	$1.5K	Hold	167	–	–	﹤0.01%	838
2023 Q1	$1.51K	Hold	167	–	–	﹤0.01%	827
2022 Q4	$1.17K	Hold	167	–	–	﹤0.01%	846
2022 Q3	$1K	Hold	167	–	–	﹤0.01%	887
2022 Q2	$1K	Hold	167	–	–	﹤0.01%	863
2022 Q1	$2K	Buy	167 +14	+9%	+$173	﹤0.01%	806
2021 Q4	$2K	Sell	153 -135	-47%	-$2.15K	﹤0.01%	823
2021 Q3	$5K	Hold	288	–	–	﹤0.01%	722
2021 Q2	$6K	Buy	288 +18	+7%	+$364	﹤0.01%	689
2021 Q1	$6K	Buy	+270	New	+$6.04K	﹤0.01%	685

Other funds holding RKT

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return