PWS
RKT icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return