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Heritage Wealth Management (Arizona)’s Rocket Companies RKT Stock Holding History

Heritage Wealth Management (Arizona)’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
-500
Closed -$3.68K – 1085
2022
Q2 		$3.68K Buy
+500
New +$4.32K ﹤0.01% 813

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RKT Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Rocket Companies (RKT) in Q3 2022, closing a stake of 500 shares — an estimated $3.68K sold.

Heritage Wealth Management (Arizona) first reported a position in RKT in Q2 2022 and held it in 1 quarter. The position peaked at $3.68K in Q2 2022. 219 funds tracked by Wall St. Rank hold RKT as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Rocket Companies position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 500 Rocket Companies shares in Q3 2022, an estimated $3.68K.
  • Heritage Wealth Management (Arizona) first reported a position in Rocket Companies in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Rocket Companies position peaked at $3.68K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.