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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return