Marcum Wealth’s Rocket Companies RKT Stock Holding History

Marcum Wealth’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
2020 Q4	–	Sell	-15,406	Closed	-$307K	–	153
2020 Q3	$307K	Buy	+15,406	New	+$359K	0.09%	79

Other funds holding RKT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Marcum Wealth's RKT Position: Q4 2020 in Review

Marcum Wealth sold out of Rocket Companies (RKT) in Q4 2020, closing a stake of 15,406 shares — an estimated $307K sold.

Marcum Wealth first reported a position in RKT in Q3 2020 and held it in 1 quarter. The position peaked at $307K in Q3 2020. 246 funds tracked by Wall St. Rank hold RKT as of Q4 2020.

Marcum Wealth reported no remaining Rocket Companies position as of Q4 2020 after selling out during the quarter.
Marcum Wealth sold 15,406 Rocket Companies shares in Q4 2020, an estimated $307K.
Marcum Wealth first reported a position in Rocket Companies in Q3 2020 and held it in 1 quarter.
Marcum Wealth's Rocket Companies position peaked at $307K in Q3 2020.
246 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2020.

Based on Marcum Wealth's 13F filing for Q4 2020, filed 9 Feb 2021.