PFG Private Wealth Management’s Rocket Companies RKT Stock Holding History

PFG Private Wealth Management’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 Q4	–	Sell	-9	Closed	-$75	–	286
2023 Q3	$75	Buy	+9	New	+$91	﹤0.01%	289

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 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

PFG Private Wealth Management's RKT Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Rocket Companies (RKT) in Q4 2023, closing a stake of 9 shares — an estimated $75 sold.

PFG Private Wealth Management first reported a position in RKT in Q3 2023 and held it in 1 quarter. The position peaked at $75 in Q3 2023. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

PFG Private Wealth Management reported no remaining Rocket Companies position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 9 Rocket Companies shares in Q4 2023, an estimated $75.
PFG Private Wealth Management first reported a position in Rocket Companies in Q3 2023 and held it in 1 quarter.
PFG Private Wealth Management's Rocket Companies position peaked at $75 in Q3 2023.
236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.