Sage Private Wealth Group’s Rocket Companies RKT Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-10,187	Closed	-$64K	–	150
2022 Q3	$64K	Sell	10,187 -1	-0%	-$9	0.08%	76
2022 Q2	$75K	Buy	10,188 +1,041	+11%	+$8.99K	0.11%	71
2022 Q1	$102K	Buy	9,147 +2,092	+30%	+$25.9K	0.1%	69
2021 Q4	$98K	Buy	7,055 +1,211	+21%	+$19.3K	0.12%	65
2021 Q3	$94K	Hold	5,844	–	–	0.13%	65
2021 Q2	$113K	Hold	5,844	–	–	0.15%	61
2021 Q1	$135K	Sell	5,844 -671	-10%	-$15K	0.23%	56
2020 Q4	$132K	Buy	+6,515	New	+$137K	0.37%	48

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sage Private Wealth Group's RKT Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Rocket Companies (RKT) in Q4 2022, closing a stake of 10,187 shares — an estimated $64K sold.

Sage Private Wealth Group first reported a position in RKT in Q4 2020 and held it in 8 quarters. The position peaked at $135K in Q1 2021. 237 funds tracked by Wall St. Rank hold RKT as of Q4 2022.

Sage Private Wealth Group reported no remaining Rocket Companies position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 10,187 Rocket Companies shares in Q4 2022, an estimated $64K.
Sage Private Wealth Group first reported a position in Rocket Companies in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Rocket Companies position peaked at $135K in Q1 2021.
237 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.