FWM
RKT icon

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
2022
Q2 		– Sell
-7,000
Closed -$11K – 1050
2022
Q1 		$11K Buy
+7,000
New +$86.6K ﹤0.01% 539

Other funds holding RKT

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