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Ridgewood Investments’s Rocket Companies RKT Stock Holding History

Ridgewood Investments’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
2023
Q2 		– Sell
-10
Closed -$91 – 863
2023
Q1 		$91 Buy
+10
New +$86 ﹤0.01% 805

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ridgewood Investments's RKT Position: Q2 2023 in Review

Ridgewood Investments sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 10 shares — an estimated $91 sold.

Ridgewood Investments first reported a position in RKT in Q1 2023 and held it in 1 quarter. The position peaked at $91 in Q1 2023. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

  • Ridgewood Investments reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
  • Ridgewood Investments sold 10 Rocket Companies shares in Q2 2023, an estimated $91.
  • Ridgewood Investments first reported a position in Rocket Companies in Q1 2023 and held it in 1 quarter.
  • Ridgewood Investments's Rocket Companies position peaked at $91 in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.