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Kozak & Associates’s Rocket Companies RKT Stock Holding History

Kozak & Associates’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
Q3 		– Sell
-200
Closed -$2.77K – 411
2024
Q2 		$2.77K Hold
200
– – ﹤0.01% 298
2024
Q1 		$2.78K Hold
200
– – ﹤0.01% 308
2023
Q4 		$2.39K Hold
200
– – ﹤0.01% 310
2023
Q3 		$1.59K Buy
+200
New +$2.02K ﹤0.01% 343

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 $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Kozak & Associates's RKT Position: Q3 2024 in Review

Kozak & Associates sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 200 shares — an estimated $2.77K sold.

Kozak & Associates first reported a position in RKT in Q3 2023 and held it in 4 quarters. The position peaked at $2.78K in Q1 2024. 270 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Kozak & Associates reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • Kozak & Associates sold 200 Rocket Companies shares in Q3 2024, an estimated $2.77K.
  • Kozak & Associates first reported a position in Rocket Companies in Q3 2023 and held it in 4 quarters.
  • Kozak & Associates's Rocket Companies position peaked at $2.78K in Q1 2024.
  • 270 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Kozak & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.