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Optimum Investment Advisors’s Rocket Companies RKT Stock Holding History

Optimum Investment Advisors’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
Q2 		– Sell
-1,500
Closed -$13.6K – 751
2023
Q1 		$13.6K Buy
+1,500
New +$12.9K 0.01% 530
2021
Q4 		– Sell
-100
Closed -$2K – 860
2021
Q3 		$2K Hold
100
– – ﹤0.01% 799
2021
Q2 		$2K Hold
100
– – ﹤0.01% 868
2021
Q1 		$2K Sell
100
-100
-50% -$2.24K ﹤0.01% 872
2020
Q4 		$4K Hold
200
– – ﹤0.01% 805
2020
Q3 		$4K Buy
+200
New +$4.66K ﹤0.01% 785

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimum Investment Advisors's RKT Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 1,500 shares — an estimated $13.6K sold.

Optimum Investment Advisors first reported a position in RKT in Q3 2020 and held it in 6 quarters. The position peaked at $13.6K in Q1 2023. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

  • Optimum Investment Advisors reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,500 Rocket Companies shares in Q2 2023, an estimated $13.6K.
  • Optimum Investment Advisors first reported a position in Rocket Companies in Q3 2020 and held it in 6 quarters.
  • Optimum Investment Advisors's Rocket Companies position peaked at $13.6K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.