SeaCrest Wealth Management’s Rocket Companies RKT Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-7,711	Closed	-$57K	–	1318
2022 Q2	$57K	Buy	+7,711	New	+$66.6K	0.01%	1061
2021 Q2	–	Sell	-9,802	Closed	-$226K	–	715
2021 Q1	$226K	Sell	9,802 -2,275	-19%	-$50.9K	0.03%	560
2020 Q4	$244K	Buy	+12,077	New	+$255K	0.03%	501

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

SeaCrest Wealth Management's RKT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Rocket Companies (RKT) in Q3 2022, closing a stake of 7,711 shares — an estimated $57K sold.

SeaCrest Wealth Management first reported a position in RKT in Q4 2020 and held it in 3 quarters. The position peaked at $244K in Q4 2020. 219 funds tracked by Wall St. Rank hold RKT as of Q3 2022.

SeaCrest Wealth Management reported no remaining Rocket Companies position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 7,711 Rocket Companies shares in Q3 2022, an estimated $57K.
SeaCrest Wealth Management first reported a position in Rocket Companies in Q4 2020 and held it in 3 quarters.
SeaCrest Wealth Management's Rocket Companies position peaked at $244K in Q4 2020.
219 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.