Planning Capital Management Corporation’s Rocket Companies RKT Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$3.85K	Buy	+200	New	+$3.51K	﹤0.01%	539

Other funds holding RKT

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Planning Capital Management Corporation's RKT Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Rocket Companies (RKT) in Q3 2024: 200 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

269 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

Planning Capital Management Corporation held 200 shares of Rocket Companies worth $3.85K as of Q3 2024.
Rocket Companies was a new Planning Capital Management Corporation position in Q3 2024.
Rocket Companies made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #539 holding.
269 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.