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Independent Advisor Alliance’s Rocket Companies RKT Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-9,944
Closed -$201K – 644
2020
Q4 		$201K Sell
9,944
-18,588
-65% -$392K 0.01% 513
2020
Q3 		$569K Buy
+28,532
New +$665K 0.04% 259

Other funds holding RKT

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Advisor Alliance's RKT Position: Q1 2021 in Review

Independent Advisor Alliance sold out of Rocket Companies (RKT) in Q1 2021, closing a stake of 9,944 shares — an estimated $201K sold.

Independent Advisor Alliance first reported a position in RKT in Q3 2020 and held it in 2 quarters. The position peaked at $569K in Q3 2020. 260 funds tracked by Wall St. Rank hold RKT as of Q1 2021.

  • Independent Advisor Alliance reported no remaining Rocket Companies position as of Q1 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,944 Rocket Companies shares in Q1 2021, an estimated $201K.
  • Independent Advisor Alliance first reported a position in Rocket Companies in Q3 2020 and held it in 2 quarters.
  • Independent Advisor Alliance's Rocket Companies position peaked at $569K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2021.

Based on Independent Advisor Alliance's 13F filing for Q1 2021, filed 14 May 2021.