Jamison Private Wealth Management’s Rocket Companies RKT Stock Holding History

Jamison Private 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 Q4	–	Sell	-200	Closed	-$3.84K	–	408
2024 Q3	$3.84K	Hold	200	–	–	﹤0.01%	395
2024 Q2	$2.74K	Hold	200	–	–	﹤0.01%	378
2024 Q1	$2.91K	Hold	200	–	–	﹤0.01%	385
2023 Q4	$2.9K	Hold	200	–	–	﹤0.01%	361
2023 Q3	$1.64K	Buy	+200	New	+$2.02K	﹤0.01%	367

Other funds holding RKT

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Jamison Private Wealth Management's RKT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 200 shares — an estimated $3.84K sold.

Jamison Private Wealth Management first reported a position in RKT in Q3 2023 and held it in 5 quarters. The position peaked at $3.84K in Q3 2024. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

Jamison Private Wealth Management reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 200 Rocket Companies shares in Q4 2024, an estimated $3.84K.
Jamison Private Wealth Management first reported a position in Rocket Companies in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Rocket Companies position peaked at $3.84K in Q3 2024.
268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.