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Lake Point Wealth Management’s Rocket Companies RKT Stock Holding History

Lake Point 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
2022
Q1 		– Sell
-10
Closed – – 473
2021
Q4 		$0 Buy
+10
New +$159 ﹤0.01% 479

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lake Point Wealth Management's RKT Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Rocket Companies (RKT) in Q1 2022, closing a stake of 10 shares.

Lake Point Wealth Management first reported a position in RKT in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 241 funds tracked by Wall St. Rank hold RKT as of Q1 2022.

  • Lake Point Wealth Management reported no remaining Rocket Companies position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 10 Rocket Companies shares in Q1 2022.
  • Lake Point Wealth Management first reported a position in Rocket Companies in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Rocket Companies position peaked at $0 in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.