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Philadelphia Trust Company’s Rocket Companies RKT Stock Holding History

Philadelphia Trust Company’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
-74,885
Closed -$1.51M – 223
2020
Q4 		$1.51M Buy
+74,885
New +$1.58M 0.12% 102

Other funds holding RKT

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Philadelphia Trust Company's RKT Position: Q1 2021 in Review

Philadelphia Trust Company sold out of Rocket Companies (RKT) in Q1 2021, closing a stake of 74,885 shares — an estimated $1.51M sold.

Philadelphia Trust Company first reported a position in RKT in Q4 2020 and held it in 1 quarter. The position peaked at $1.51M in Q4 2020. 260 funds tracked by Wall St. Rank hold RKT as of Q1 2021.

  • Philadelphia Trust Company reported no remaining Rocket Companies position as of Q1 2021 after selling out during the quarter.
  • Philadelphia Trust Company sold 74,885 Rocket Companies shares in Q1 2021, an estimated $1.51M.
  • Philadelphia Trust Company first reported a position in Rocket Companies in Q4 2020 and held it in 1 quarter.
  • Philadelphia Trust Company's Rocket Companies position peaked at $1.51M in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2021.

Based on Philadelphia Trust Company's 13F filing for Q1 2021, filed 14 May 2021.