Semmax Financial Advisors’s Rocket Companies RKT Stock Holding History

Semmax Financial Advisors’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
2024 Q4	–	Sell	-73	Closed	-$1.14K	–	384
2024 Q3	$1.14K	Hold	73	–	–	﹤0.01%	317
2024 Q2	$1.36K	Hold	73	–	–	﹤0.01%	342
2024 Q1	$1.05K	Hold	73	–	–	﹤0.01%	341
2023 Q4	$821	Hold	73	–	–	﹤0.01%	353
2023 Q3	$584	Buy	+73	New	+$738	﹤0.01%	328

Other funds holding RKT

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Semmax Financial Advisors's RKT Position: Q4 2024 in Review

Semmax Financial Advisors sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 73 shares — an estimated $1.14K sold.

Semmax Financial Advisors first reported a position in RKT in Q3 2023 and held it in 5 quarters. The position peaked at $1.36K in Q2 2024. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

Semmax Financial Advisors reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
Semmax Financial Advisors sold 73 Rocket Companies shares in Q4 2024, an estimated $1.14K.
Semmax Financial Advisors first reported a position in Rocket Companies in Q3 2023 and held it in 5 quarters.
Semmax Financial Advisors's Rocket Companies position peaked at $1.36K in Q2 2024.
268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Semmax Financial Advisors's 13F filing for Q4 2024, filed 14 May 2025.