Plante Moran Financial Advisors’s Rocket Companies RKT Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-3,000	Closed	-$48K	–	1083
2021 Q3	$48K	Sell	3,000 -1,000	-25%	-$17.5K	0.01%	392
2021 Q2	$77K	Buy	4,000 +1,000	+33%	+$20.2K	0.02%	289
2021 Q1	$69K	Sell	3,000 -1,000	-25%	-$22.4K	0.02%	300
2020 Q4	$81K	Hold	4,000	–	–	0.03%	281
2020 Q3	$80K	Buy	+4,000	New	+$93.3K	0.03%	258

Other funds holding RKT

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Plante Moran Financial Advisors's RKT Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 3,000 shares — an estimated $48K sold.

Plante Moran Financial Advisors first reported a position in RKT in Q3 2020 and held it in 5 quarters. The position peaked at $81K in Q4 2020. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

Plante Moran Financial Advisors reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 3,000 Rocket Companies shares in Q4 2021, an estimated $48K.
Plante Moran Financial Advisors first reported a position in Rocket Companies in Q3 2020 and held it in 5 quarters.
Plante Moran Financial Advisors's Rocket Companies position peaked at $81K in Q4 2020.
257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.