IWC
RKTO

Integrated Wealth Concepts’s Rocket One Inc RKTO Stock Holding History

Integrated Wealth Concepts’s Portfolio RKTO Stock Details RKTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,000
Closed -$30K – 1586
2023
Q2 		$30K Buy
+10,000
New +$21.6K ﹤0.01% 1534

Other funds holding RKTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Integrated Wealth Concepts's RKTO Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Rocket One Inc (RKTO) in Q3 2023, closing a stake of 10,000 shares — an estimated $30K sold.

Integrated Wealth Concepts first reported a position in RKTO in Q2 2023 and held it in 1 quarter. The position peaked at $30K in Q2 2023. 12 funds tracked by Wall St. Rank hold RKTO as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Rocket One Inc position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,000 Rocket One Inc shares in Q3 2023, an estimated $30K.
  • Integrated Wealth Concepts first reported a position in Rocket One Inc in Q2 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's Rocket One Inc position peaked at $30K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Rocket One Inc as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.