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Segment Wealth Management’s Rocket Companies RKT Stock Holding History

Segment 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
2020
Q4 		– Sell
-53,714
Closed -$1.07M – 212
2020
Q3 		$1.07M Buy
+53,714
New +$1.25M 0.17% 99

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Segment Wealth Management's RKT Position: Q4 2020 in Review

Segment Wealth Management sold out of Rocket Companies (RKT) in Q4 2020, closing a stake of 53,714 shares — an estimated $1.07M sold.

Segment Wealth Management first reported a position in RKT in Q3 2020 and held it in 1 quarter. The position peaked at $1.07M in Q3 2020. 246 funds tracked by Wall St. Rank hold RKT as of Q4 2020.

  • Segment Wealth Management reported no remaining Rocket Companies position as of Q4 2020 after selling out during the quarter.
  • Segment Wealth Management sold 53,714 Rocket Companies shares in Q4 2020, an estimated $1.07M.
  • Segment Wealth Management first reported a position in Rocket Companies in Q3 2020 and held it in 1 quarter.
  • Segment Wealth Management's Rocket Companies position peaked at $1.07M in Q3 2020.
  • 246 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2020.

Based on Segment Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.