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PSI Advisors’s Rocket Companies RKT Stock Holding History

PSI 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
2024
Q4 		– Sell
-200
Closed -$3.84K – 908
2024
Q3 		$3.84K Hold
200
– – ﹤0.01% 692
2024
Q2 		$2.74K Hold
200
– – ﹤0.01% 694
2024
Q1 		$2.91K Hold
200
– – ﹤0.01% 648
2023
Q4 		$2.9K Hold
200
– – ﹤0.01% 690
2023
Q3 		$1.64K Buy
+200
New +$2.02K ﹤0.01% 699

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

PSI Advisors's RKT Position: Q4 2024 in Review

PSI Advisors sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 200 shares — an estimated $3.84K sold.

PSI Advisors first reported a position in RKT in Q3 2023 and held it in 5 quarters. The position peaked at $3.84K in Q3 2024. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

  • PSI Advisors reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 200 Rocket Companies shares in Q4 2024, an estimated $3.84K.
  • PSI Advisors first reported a position in Rocket Companies in Q3 2023 and held it in 5 quarters.
  • PSI Advisors's Rocket Companies position peaked at $3.84K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.