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Glassman Wealth Services’s Rocket Companies RKT Stock Holding History

Glassman Wealth Services’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
-496
Closed -$7.18K – 1463
2023
Q4 		$7.18K Sell
496
-17
-3% -$163 ﹤0.01% 969
2023
Q3 		$4.2K Hold
513
– – ﹤0.01% 1121
2023
Q2 		$4.6K Sell
513
-12
-2% -$104 ﹤0.01% 1021
2023
Q1 		$4.76K Buy
525
+12
+2% +$103 ﹤0.01% 1012
2022
Q4 		$3.59K Sell
513
-917
-64% -$6.7K ﹤0.01% 1118
2022
Q3 		$9K Sell
1,430
-107
-7% -$930 ﹤0.01% 836
2022
Q2 		$11K Buy
1,537
+1,512
+6,048% +$13.1K ﹤0.01% 787
2022
Q1 		$0 Hold
25
– – ﹤0.01% 1895
2021
Q4 		$0 Sell
25
-36
-59% -$573 ﹤0.01% 1865
2021
Q3 		$1K Buy
61
+13
+27% +$227 ﹤0.01% 1443
2021
Q2 		$1K Buy
48
+14
+41% +$283 ﹤0.01% 1363
2021
Q1 		$1K Buy
34
+9
+36% +$201 ﹤0.01% 1309
2020
Q4 		$1K Hold
25
– – ﹤0.01% 1265
2020
Q3 		$0 Buy
+25
New +$583 ﹤0.01% 1469

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
CIA
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return