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Safeguard Investment Advisory Group’s Rocket Companies RKT Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-5
Closed – – 561
2020
Q4 		$0 Buy
+5
New +$106 ﹤0.01% 770

Other funds holding RKT

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Safeguard Investment Advisory Group's RKT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Rocket Companies (RKT) in Q1 2021, closing a stake of 5 shares.

Safeguard Investment Advisory Group first reported a position in RKT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 260 funds tracked by Wall St. Rank hold RKT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Rocket Companies position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5 Rocket Companies shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Rocket Companies in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Rocket Companies position peaked at $0 in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.