LifePro Asset Management’s Rocket Companies RKT Stock Holding History

LifePro Asset 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
2023 Q2	–	Sell	-195,295	Closed	-$1.37M	–	131
2023 Q1	$1.37M	Hold	195,295	–	–	0.99%	28
2022 Q4	$1.37M	Buy	+195,295	New	+$1.43M	1%	28

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LifePro Asset Management's RKT Position: Q2 2023 in Review

LifePro Asset Management sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 195,295 shares — an estimated $1.37M sold.

LifePro Asset Management first reported a position in RKT in Q4 2022 and held it in 2 quarters. The position peaked at $1.37M in Q1 2023. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

LifePro Asset Management reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
LifePro Asset Management sold 195,295 Rocket Companies shares in Q2 2023, an estimated $1.37M.
LifePro Asset Management first reported a position in Rocket Companies in Q4 2022 and held it in 2 quarters.
LifePro Asset Management's Rocket Companies position peaked at $1.37M in Q1 2023.
213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on LifePro Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.