Global Wealth Management Investment Advisory’s Rocket Companies RKT Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-150	Closed	-$1K	–	398
2022 Q2	$1K	Hold	150	–	–	﹤0.01%	476
2022 Q1	$2K	Hold	150	–	–	﹤0.01%	428
2021 Q4	$2K	Hold	150	–	–	﹤0.01%	411
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	426
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	374
2021 Q1	$3K	Hold	150	–	–	﹤0.01%	397
2020 Q4	$3K	Buy	+150	New	+$3.17K	﹤0.01%	376

Other funds holding RKT

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

CIA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

Global Wealth Management Investment Advisory's RKT Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Rocket Companies (RKT) in Q3 2022, closing a stake of 150 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in RKT in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 219 funds tracked by Wall St. Rank hold RKT as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Rocket Companies position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 150 Rocket Companies shares in Q3 2022, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Rocket Companies in Q4 2020 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Rocket Companies position peaked at $3K in Q2 2021.
219 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.