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Lenox Wealth Advisors’s Rocket Companies RKT Stock Holding History

Lenox Wealth Advisors’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 		$3K Hold
300
– – ﹤0.01% 618
2021
Q4 		$4K Hold
300
– – ﹤0.01% 640
2021
Q3 		$5K Hold
300
– – ﹤0.01% 563
2021
Q2 		$6K Hold
300
– – ﹤0.01% 531
2021
Q1 		$7K Buy
+300
New +$6.71K ﹤0.01% 462

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

Lenox Wealth Advisors's RKT Position: Q1 2022 in Review

Lenox Wealth Advisors held its Rocket Companies (RKT) position steady in Q1 2022 at 300 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Lenox Wealth Advisors first reported a position in RKT in Q1 2021 and has held it in 5 quarters since. The position peaked at $7K in Q1 2021. 241 funds tracked by Wall St. Rank hold RKT as of Q1 2022.

  • Lenox Wealth Advisors held 300 shares of Rocket Companies worth $3K as of Q1 2022.
  • Lenox Wealth Advisors left its Rocket Companies share count unchanged in Q1 2022.
  • Rocket Companies made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #618 holding.
  • Lenox Wealth Advisors first reported a position in Rocket Companies in Q1 2021 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Rocket Companies position peaked at $7K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.