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Regal Investment Advisors’s Rocket Companies RKT Stock Holding History

Regal Investment 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
-47,710
Closed -$765K – 554
2021
Q3 		$765K Sell
47,710
-1,457
-3% -$25.5K 0.07% 276
2021
Q2 		$951K Buy
+49,167
New +$995K 0.1% 231
2021
Q1 		– Sell
-58,384
Closed -$1.18M – 333
2020
Q4 		$1.18M Buy
+58,384
New +$1.23M 0.13% 160

Other funds holding RKT

Invesco
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Regal Investment Advisors's RKT Position: Q4 2021 in Review

Regal Investment Advisors sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 47,710 shares — an estimated $765K sold.

Regal Investment Advisors first reported a position in RKT in Q4 2020 and held it in 3 quarters. The position peaked at $1.18M in Q4 2020. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • Regal Investment Advisors reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 47,710 Rocket Companies shares in Q4 2021, an estimated $765K.
  • Regal Investment Advisors first reported a position in Rocket Companies in Q4 2020 and held it in 3 quarters.
  • Regal Investment Advisors's Rocket Companies position peaked at $1.18M in Q4 2020.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.