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Money Concepts Capital’s Rocket Companies RKT Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-370
Closed -$2.59K – 2382
2022
Q4 		$2.59K Buy
+370
New +$2.7K ﹤0.01% 2608
2022
Q2 		– Sell
-20
Closed – – 2399
2022
Q1 		$0 Buy
+20
New +$247 ﹤0.01% 2758

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Money Concepts Capital's RKT Position: Q1 2023 in Review

Money Concepts Capital sold out of Rocket Companies (RKT) in Q1 2023, closing a stake of 370 shares — an estimated $2.59K sold.

Money Concepts Capital first reported a position in RKT in Q1 2022 and held it in 2 quarters. The position peaked at $2.59K in Q4 2022. 242 funds tracked by Wall St. Rank hold RKT as of Q1 2023.

  • Money Concepts Capital reported no remaining Rocket Companies position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 370 Rocket Companies shares in Q1 2023, an estimated $2.59K.
  • Money Concepts Capital first reported a position in Rocket Companies in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Rocket Companies position peaked at $2.59K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.