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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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Glassman Wealth Services's RKT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 496 shares — an estimated $7.18K sold.

Glassman Wealth Services first reported a position in RKT in Q3 2020 and held it in 14 quarters. The position peaked at $11K in Q2 2022. 237 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 496 Rocket Companies shares in Q1 2024, an estimated $7.18K.
  • Glassman Wealth Services first reported a position in Rocket Companies in Q3 2020 and held it in 14 quarters.
  • Glassman Wealth Services's Rocket Companies position peaked at $11K in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.