Selective Wealth Management’s Rocket Companies RKT Stock Holding History

Selective 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 Q4	–	Sell	-784	Closed	-$5K	–	595
2022 Q3	$5K	Hold	784	–	–	﹤0.01%	598
2022 Q2	$6K	Sell	784 -216	-22%	-$1.86K	﹤0.01%	615
2022 Q1	$11K	Buy	+1,000	New	+$12.4K	﹤0.01%	528

Other funds holding RKT

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Selective Wealth Management's RKT Position: Q4 2022 in Review

Selective Wealth Management sold out of Rocket Companies (RKT) in Q4 2022, closing a stake of 784 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in RKT in Q1 2022 and held it in 3 quarters. The position peaked at $11K in Q1 2022. 238 funds tracked by Wall St. Rank hold RKT as of Q4 2022.

Selective Wealth Management reported no remaining Rocket Companies position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 784 Rocket Companies shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Rocket Companies in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Rocket Companies position peaked at $11K in Q1 2022.
238 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.