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Laurel Wealth Advisors (North Carolina)’s Rocket Companies RKT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q2 		– Sell
-100
Closed -$2K – 753
2021
Q1 		$2K Buy
+100
New +$2.24K ﹤0.01% 619

Other funds holding RKT

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RKT Position: Q2 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Rocket Companies (RKT) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RKT in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 234 funds tracked by Wall St. Rank hold RKT as of Q2 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Rocket Companies position as of Q2 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Rocket Companies shares in Q2 2021, an estimated $2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Rocket Companies in Q1 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Rocket Companies position peaked at $2K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2021, filed 2 Aug 2021.