PMFA
RKT icon

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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return