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Oxler Private Wealth’s Rocket Companies RKT Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-890
Closed -$5.63K – 284
2022
Q3 		$5.63K Hold
890
– – ﹤0.01% 398
2022
Q2 		$6.55K Buy
+890
New +$7.69K ﹤0.01% 223

Other funds holding RKT

Vanguard Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Oxler Private Wealth's RKT Position: Q4 2022 in Review

Oxler Private Wealth sold out of Rocket Companies (RKT) in Q4 2022, closing a stake of 890 shares — an estimated $5.63K sold.

Oxler Private Wealth first reported a position in RKT in Q2 2022 and held it in 2 quarters. The position peaked at $6.55K in Q2 2022. 238 funds tracked by Wall St. Rank hold RKT as of Q4 2022.

  • Oxler Private Wealth reported no remaining Rocket Companies position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 890 Rocket Companies shares in Q4 2022, an estimated $5.63K.
  • Oxler Private Wealth first reported a position in Rocket Companies in Q2 2022 and held it in 2 quarters.
  • Oxler Private Wealth's Rocket Companies position peaked at $6.55K in Q2 2022.
  • 238 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.