MCF Advisors’s Rocket Companies RKT Stock Holding History

MCF 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 Q2	–	Sell	-50	Closed	-$1K	–	802
2022 Q1	$1K	Buy	+50	New	+$619	﹤0.01%	735
2021 Q4	–	Sell	-150	Closed	-$2K	–	535
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	631
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	515
2021 Q1	$3K	Buy	+150	New	+$3.35K	﹤0.01%	484
2020 Q4	–	Sell	-200	Closed	-$4K	–	481
2020 Q3	$4K	Buy	+200	New	+$4.66K	﹤0.01%	425

Other funds holding RKT

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

CIA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TCMX

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

DSA

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

MCF Advisors's RKT Position: Q2 2022 in Review

MCF Advisors sold out of Rocket Companies (RKT) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

MCF Advisors first reported a position in RKT in Q3 2020 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 235 funds tracked by Wall St. Rank hold RKT as of Q2 2022.

MCF Advisors reported no remaining Rocket Companies position as of Q2 2022 after selling out during the quarter.
MCF Advisors sold 50 Rocket Companies shares in Q2 2022, an estimated $1K.
MCF Advisors first reported a position in Rocket Companies in Q3 2020 and held it in 5 quarters.
MCF Advisors's Rocket Companies position peaked at $4K in Q3 2020.
235 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2022.

Based on MCF Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.