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McCarthy Asset Management’s Rocket Companies RKT Stock Holding History

McCarthy 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
2021
Q4 		– Sell
-300
Closed -$5K – 355
2021
Q3 		$5K Sell
300
-388
-56% -$6.78K ﹤0.01% 199
2021
Q2 		$13K Hold
688
– – 0.01% 188
2021
Q1 		$16K Hold
688
– – 0.01% 161
2020
Q4 		$14K Buy
+688
New +$14.5K 0.01% 159

Other funds holding RKT

Invesco
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

McCarthy Asset Management's RKT Position: Q4 2021 in Review

McCarthy Asset Management sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 300 shares — an estimated $5K sold.

McCarthy Asset Management first reported a position in RKT in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q1 2021. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • McCarthy Asset Management reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 300 Rocket Companies shares in Q4 2021, an estimated $5K.
  • McCarthy Asset Management first reported a position in Rocket Companies in Q4 2020 and held it in 4 quarters.
  • McCarthy Asset Management's Rocket Companies position peaked at $16K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on McCarthy Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.