RJA
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Raymond James & Associates’s Rocket Companies RKT Stock Holding History

Raymond James & Associates’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 		$5.77M Buy
300,612
+98,397
+49% +$1.73M ﹤0.01% 1563
2024
Q2 		$2.77M Buy
202,215
+8,278
+4% +$112K ﹤0.01% 1965
2024
Q1 		$2.82M Buy
193,937
+21,629
+13% +$268K ﹤0.01% 1953
2023
Q4 		$2.5M Buy
172,308
+10,314
+6% +$98.8K ﹤0.01% 1974
2023
Q3 		$1.33M Buy
161,994
+139,593
+623% +$1.41M ﹤0.01% 2275
2023
Q2 		$201K Buy
22,401
+2,416
+12% +$21K ﹤0.01% 3486
2023
Q1 		$181K Buy
19,985
+3,842
+24% +$33.1K ﹤0.01% 3520
2022
Q4 		$113K Sell
16,143
-19,121
-54% -$140K ﹤0.01% 3617
2022
Q3 		$223K Buy
35,264
+6,091
+21% +$52.9K ﹤0.01% 3378
2022
Q2 		$215K Sell
29,173
-39,249
-57% -$339K ﹤0.01% 3460
2022
Q1 		$761K Sell
68,422
-16,683
-20% -$206K ﹤0.01% 2783
2021
Q4 		$1.19M Sell
85,105
-5,067
-6% -$80.7K ﹤0.01% 2506
2021
Q3 		$1.45M Sell
90,172
-62,851
-41% -$1.1M ﹤0.01% 2335
2021
Q2 		$2.96M Sell
153,023
-29,670
-16% -$600K ﹤0.01% 1838
2021
Q1 		$4.22M Sell
182,693
-53,530
-23% -$1.2M ﹤0.01% 1532
2020
Q4 		$4.78M Sell
236,223
-169,612
-42% -$3.58M 0.01% 1369
2020
Q3 		$8.09M Buy
+405,835
New +$9.46M 0.01% 973

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 $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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

Raymond James & Associates's RKT Position: Q3 2024 in Review

Raymond James & Associates increased its Rocket Companies (RKT) stake by 49% in Q3 2024, buying an estimated $1.73M and bringing the position to 300,612 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Raymond James & Associates first reported a position in RKT in Q3 2020 and has held it in 17 quarters since. The position peaked at $8.09M in Q3 2020. 269 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Raymond James & Associates held 300,612 shares of Rocket Companies worth $5.77M as of Q3 2024.
  • Raymond James & Associates bought 98,397 Rocket Companies shares in Q3 2024, an estimated $1.73M.
  • Rocket Companies made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1563 holding.
  • Raymond James & Associates first reported a position in Rocket Companies in Q3 2020 and has held it in 17 quarters since.
  • Raymond James & Associates's Rocket Companies position peaked at $8.09M in Q3 2020.
  • 269 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.