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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Focused Wealth Management's RKT Position: Q1 2024 in Review

Focused Wealth Management sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 167 shares — an estimated $2.42K sold.

Focused Wealth Management first reported a position in RKT in Q1 2021 and held it in 12 quarters. The position peaked at $6K in Q2 2021. 238 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

Focused Wealth Management reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 167 Rocket Companies shares in Q1 2024, an estimated $2.42K.
Focused Wealth Management first reported a position in Rocket Companies in Q1 2021 and held it in 12 quarters.
Focused Wealth Management's Rocket Companies position peaked at $6K in Q2 2021.
238 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.