Peloton Wealth Strategists’s Rocket Companies RKT Stock Holding History

Peloton Wealth Strategists’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 Q3	–	Sell	-22,075	Closed	-$198K	–	90
2023 Q2	$198K	Sell	22,075 -12,500	-36%	-$109K	0.09%	87
2023 Q1	$313K	Hold	34,575	–	–	0.14%	77
2022 Q4	$242K	Sell	34,575 -3,250	-9%	-$23.7K	0.12%	85
2022 Q3	$239K	Sell	37,825 -9,200	-20%	-$80K	0.12%	86
2022 Q2	$346K	Sell	47,025 -11,500	-20%	-$99.3K	0.17%	76
2022 Q1	$651K	Buy	58,525 +10,700	+22%	+$132K	0.27%	70
2021 Q4	$670K	Sell	47,825 -6,350	-12%	-$101K	0.27%	71
2021 Q3	$869K	Buy	54,175 +10,850	+25%	+$190K	0.36%	66
2021 Q2	$838K	Buy	43,325 +15,350	+55%	+$311K	0.35%	63
2021 Q1	$646K	Buy	+27,975	New	+$625K	0.3%	63

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peloton Wealth Strategists's RKT Position: Q3 2023 in Review

Peloton Wealth Strategists sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 22,075 shares — an estimated $198K sold.

Peloton Wealth Strategists first reported a position in RKT in Q1 2021 and held it in 10 quarters. The position peaked at $869K in Q3 2021. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

Peloton Wealth Strategists reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
Peloton Wealth Strategists sold 22,075 Rocket Companies shares in Q3 2023, an estimated $198K.
Peloton Wealth Strategists first reported a position in Rocket Companies in Q1 2021 and held it in 10 quarters.
Peloton Wealth Strategists's Rocket Companies position peaked at $869K in Q3 2021.
229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Peloton Wealth Strategists's 13F filing for Q3 2023, filed 13 Nov 2023.