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Kore Private Wealth’s Rocket Companies RKT Stock Holding History

Kore Private Wealth’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
2020
Q4 		– Sell
-20,000
Closed -$399K – 348
2020
Q3 		$399K Buy
+20,000
New +$466K 0.08% 162

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return

Kore Private Wealth's RKT Position: Q4 2020 in Review

Kore Private Wealth sold out of Rocket Companies (RKT) in Q4 2020, closing a stake of 20,000 shares — an estimated $399K sold.

Kore Private Wealth first reported a position in RKT in Q3 2020 and held it in 1 quarter. The position peaked at $399K in Q3 2020. 246 funds tracked by Wall St. Rank hold RKT as of Q4 2020.

  • Kore Private Wealth reported no remaining Rocket Companies position as of Q4 2020 after selling out during the quarter.
  • Kore Private Wealth sold 20,000 Rocket Companies shares in Q4 2020, an estimated $399K.
  • Kore Private Wealth first reported a position in Rocket Companies in Q3 2020 and held it in 1 quarter.
  • Kore Private Wealth's Rocket Companies position peaked at $399K in Q3 2020.
  • 246 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2020.

Based on Kore Private Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.