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Old Point Trust & Financial Services N A’s Rocket Companies RKT Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-1,000
Closed -$14.6K – 484
2024
Q1 		$14.6K Buy
+1,000
New +$12.4K 0.01% 253

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Old Point Trust & Financial Services N A's RKT Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Rocket Companies (RKT) in Q2 2024, closing a stake of 1,000 shares — an estimated $14.6K sold.

Old Point Trust & Financial Services N A first reported a position in RKT in Q1 2024 and held it in 1 quarter. The position peaked at $14.6K in Q1 2024. 255 funds tracked by Wall St. Rank hold RKT as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Rocket Companies position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 1,000 Rocket Companies shares in Q2 2024, an estimated $14.6K.
  • Old Point Trust & Financial Services N A first reported a position in Rocket Companies in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Rocket Companies position peaked at $14.6K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.