Planned Solutions’s Rocket One Inc RKTO Stock Holding History

Planned Solutions’s Portfolio RKTO Stock Details RKTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$1	–	336
2024 Q3	$1	Buy	+1	New	+$1	﹤0.01%	658

Other funds holding RKTO

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Planned Solutions's RKTO Position: Q4 2024 in Review

Planned Solutions sold out of Rocket One Inc (RKTO) in Q4 2024, closing a stake of 1 share — an estimated $1 sold.

Planned Solutions first reported a position in RKTO in Q3 2024 and held it in 1 quarter. The position peaked at $1 in Q3 2024. 15 funds tracked by Wall St. Rank hold RKTO as of Q4 2024.

Planned Solutions reported no remaining Rocket One Inc position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1 Rocket One Inc share in Q4 2024, an estimated $1.
Planned Solutions first reported a position in Rocket One Inc in Q3 2024 and held it in 1 quarter.
Planned Solutions's Rocket One Inc position peaked at $1 in Q3 2024.
15 funds tracked by Wall St. Rank held Rocket One Inc as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.