ICA Group Wealth Management’s Rocket Companies RKT Stock Holding History

ICA Group 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
2024 Q2	$1.37K	Hold	100	–	–	﹤0.01%	712
2024 Q1	$1.46K	Hold	100	–	–	﹤0.01%	1209
2023 Q4	$1.45K	Buy	+100	New	+$958	﹤0.01%	1208
2023 Q3	–	Sell	-100	Closed	-$896	–	1002
2023 Q2	$896	Hold	100	–	–	﹤0.01%	1205
2023 Q1	$906	Hold	100	–	–	﹤0.01%	1151
2022 Q4	$941	Buy	+100	New	+$730	﹤0.01%	1180

Other funds holding RKT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICA Group Wealth Management's RKT Position: Q2 2024 in Review

ICA Group Wealth Management held its Rocket Companies (RKT) position steady in Q2 2024 at 100 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

ICA Group Wealth Management first reported a position in RKT in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.46K in Q1 2024. 254 funds tracked by Wall St. Rank hold RKT as of Q2 2024.

ICA Group Wealth Management held 100 shares of Rocket Companies worth $1.37K as of Q2 2024.
ICA Group Wealth Management left its Rocket Companies share count unchanged in Q2 2024.
Rocket Companies made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #712 holding.
ICA Group Wealth Management first reported a position in Rocket Companies in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Rocket Companies position peaked at $1.46K in Q1 2024.
254 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.