MWM
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Midwest Wealth Management’s Rocket Companies RKT Stock Holding History

Midwest 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
2021
Q4 		– Sell
-27,931
Closed -$448K – 96
2021
Q3 		$448K Buy
27,931
+1,898
+7% +$33.2K 0.31% 80
2021
Q2 		$504K Buy
26,033
+3,499
+16% +$70.8K 0.36% 77
2021
Q1 		$520K Sell
22,534
-18,652
-45% -$417K 0.42% 78
2020
Q4 		$833K Buy
+41,186
New +$869K 0.76% 59

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

Midwest Wealth Management's RKT Position: Q4 2021 in Review

Midwest Wealth Management sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 27,931 shares — an estimated $448K sold.

Midwest Wealth Management first reported a position in RKT in Q4 2020 and held it in 4 quarters. The position peaked at $833K in Q4 2020. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • Midwest Wealth Management reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
  • Midwest Wealth Management sold 27,931 Rocket Companies shares in Q4 2021, an estimated $448K.
  • Midwest Wealth Management first reported a position in Rocket Companies in Q4 2020 and held it in 4 quarters.
  • Midwest Wealth Management's Rocket Companies position peaked at $833K in Q4 2020.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Midwest Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.