MWM
RKT icon

Meridian Wealth Management’s Rocket Companies RKT Stock Holding History

Meridian Wealth 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
Q4 		– Sell
-10,217
Closed -$83.6K – 612
2023
Q3 		$83.6K Sell
10,217
-883
-8% -$8.93K 0.01% 529
2023
Q2 		$99.5K Sell
11,100
-200
-2% -$1.74K 0.01% 530
2023
Q1 		$102K Buy
+11,300
New +$97.4K 0.01% 526

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Meridian Wealth Management's RKT Position: Q4 2023 in Review

Meridian Wealth Management sold out of Rocket Companies (RKT) in Q4 2023, closing a stake of 10,217 shares — an estimated $83.6K sold.

Meridian Wealth Management first reported a position in RKT in Q1 2023 and held it in 3 quarters. The position peaked at $102K in Q1 2023. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

  • Meridian Wealth Management reported no remaining Rocket Companies position as of Q4 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 10,217 Rocket Companies shares in Q4 2023, an estimated $83.6K.
  • Meridian Wealth Management first reported a position in Rocket Companies in Q1 2023 and held it in 3 quarters.
  • Meridian Wealth Management's Rocket Companies position peaked at $102K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.