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Kingsview Wealth Management’s Rocket Companies RKT Stock Holding History

Kingsview 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
-12,250
Closed -$235K – 1171
2024
Q3 		$235K Buy
+12,250
New +$215K ﹤0.01% 967

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kingsview Wealth Management's RKT Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 12,250 shares — an estimated $235K sold.

Kingsview Wealth Management first reported a position in RKT in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,250 Rocket Companies shares in Q4 2024, an estimated $235K.
  • Kingsview Wealth Management first reported a position in Rocket Companies in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Rocket Companies position peaked at $235K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.