Mine & Arao Wealth Creation & Management’s Rocket Companies RKT Stock Holding History

Mine & Arao Wealth Creation & 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
2022 Q2	–	Sell	-900	Closed	-$10K	–	332
2022 Q1	$10K	Sell	900 -1,652	-65%	-$20.4K	0.01%	229
2021 Q4	$36K	Sell	2,552 -2,868	-53%	-$45.7K	0.02%	171
2021 Q3	$86K	Hold	5,420	–	–	0.05%	112
2021 Q2	$104K	Sell	5,420 -1,829	-25%	-$37K	0.06%	104
2021 Q1	$168K	Buy	7,249 +3,349	+86%	+$74.9K	0.11%	77
2020 Q4	$79K	Sell	3,900 -900	-19%	-$19K	0.06%	106
2020 Q3	$96K	Buy	+4,800	New	+$112K	0.08%	89

Other funds holding RKT

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

CIA

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's RKT Position: Q2 2022 in Review

Mine & Arao Wealth Creation & Management sold out of Rocket Companies (RKT) in Q2 2022, closing a stake of 900 shares — an estimated $10K sold.

Mine & Arao Wealth Creation & Management first reported a position in RKT in Q3 2020 and held it in 7 quarters. The position peaked at $168K in Q1 2021. 236 funds tracked by Wall St. Rank hold RKT as of Q2 2022.

Mine & Arao Wealth Creation & Management reported no remaining Rocket Companies position as of Q2 2022 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 900 Rocket Companies shares in Q2 2022, an estimated $10K.
Mine & Arao Wealth Creation & Management first reported a position in Rocket Companies in Q3 2020 and held it in 7 quarters.
Mine & Arao Wealth Creation & Management's Rocket Companies position peaked at $168K in Q1 2021.
236 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2022, filed 16 Aug 2022.