Raymond James Financial Services Advisors’s Rocket Companies RKT Stock Holding History

Raymond James Financial Services 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 Q3	$500K	Buy	26,034 +14,497	+126%	+$254K	﹤0.01%	2617
2024 Q2	$158K	Sell	11,537 -1,711	-13%	-$23.1K	﹤0.01%	3174
2024 Q1	$193K	Buy	13,248 +899	+7%	+$11.2K	﹤0.01%	3109
2023 Q4	$179K	Buy	+12,349	New	+$118K	﹤0.01%	3027
2023 Q3	–	Sell	-10,027	Closed	-$89.8K	–	3328
2023 Q2	$89.8K	Buy	+10,027	New	+$87.2K	﹤0.01%	3080
2022 Q3	–	Sell	-10,768	Closed	-$79K	–	3385
2022 Q2	$79K	Sell	10,768 -5,925	-35%	-$51.2K	﹤0.01%	3048
2022 Q1	$186K	Buy	16,693 +4,056	+32%	+$50.2K	﹤0.01%	2988
2021 Q4	$177K	Sell	12,637 -16,925	-57%	-$270K	﹤0.01%	3016
2021 Q3	$474K	Sell	29,562 -22,490	-43%	-$393K	﹤0.01%	2395
2021 Q2	$1.01M	Buy	52,052 +5,428	+12%	+$110K	﹤0.01%	1938
2021 Q1	$1.08M	Sell	46,624 -24,648	-35%	-$551K	﹤0.01%	1800
2020 Q4	$1.44M	Buy	71,272 +8,123	+13%	+$171K	﹤0.01%	1480
2020 Q3	$1.26M	Buy	+63,149	New	+$1.47M	﹤0.01%	1410

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

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

TCMX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Raymond James Financial Services Advisors's RKT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Rocket Companies (RKT) stake by 126% in Q3 2024, buying an estimated $254K and bringing the position to 26,034 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Raymond James Financial Services Advisors first reported a position in RKT in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.44M in Q4 2020. 269 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

Raymond James Financial Services Advisors held 26,034 shares of Rocket Companies worth $500K as of Q3 2024.
Raymond James Financial Services Advisors bought 14,497 Rocket Companies shares in Q3 2024, an estimated $254K.
Rocket Companies made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2617 holding.
Raymond James Financial Services Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's Rocket Companies position peaked at $1.44M in Q4 2020.
269 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.