PFO
RKT icon

Pathstone Family Office’s Rocket Companies RKT Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-1,500
Closed -$2K – 1200
2020
Q4 		$2K Buy
+1,500
New +$31.7K ﹤0.01% 1046

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VH
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

Pathstone Family Office's RKT Position: Q2 2022 in Review

Pathstone Family Office sold out of Rocket Companies (RKT) in Q2 2022, closing a stake of 15,000 shares — an estimated $167K sold.

Pathstone Family Office first reported a position in RKT in Q3 2020 and held it in 3 quarters. The position peaked at $167K in Q1 2022. 236 funds tracked by Wall St. Rank hold RKT as of Q2 2022.

  • Pathstone Family Office reported no remaining Rocket Companies position as of Q2 2022 after selling out during the quarter.
  • Pathstone Family Office sold 15,000 Rocket Companies shares in Q2 2022, an estimated $167K.
  • Pathstone Family Office first reported a position in Rocket Companies in Q3 2020 and held it in 3 quarters.
  • Pathstone Family Office's Rocket Companies position peaked at $167K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2022.

Based on Pathstone Family Office's 13F filing for Q2 2022, filed 15 Aug 2022.