Sigma Planning Corp’s Rocket Companies RKT Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-10,246	Closed	-$143K	–	1474
2021 Q4	$143K	Sell	10,246 -3,585	-26%	-$57.1K	﹤0.01%	1305
2021 Q3	$222K	Sell	13,831 -493	-3%	-$8.62K	0.01%	1216
2021 Q2	$277K	Buy	14,324 +2,672	+23%	+$54.1K	0.01%	1125
2021 Q1	$269K	Sell	11,652 -5,625	-33%	-$126K	0.01%	1054
2020 Q4	$349K	Buy	+17,277	New	+$365K	0.01%	823

Other funds holding RKT

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sigma Planning Corp's RKT Position: Q1 2022 in Review

Sigma Planning Corp sold out of Rocket Companies (RKT) in Q1 2022, closing a stake of 10,246 shares — an estimated $143K sold.

Sigma Planning Corp first reported a position in RKT in Q4 2020 and held it in 5 quarters. The position peaked at $349K in Q4 2020. 241 funds tracked by Wall St. Rank hold RKT as of Q1 2022.

Sigma Planning Corp reported no remaining Rocket Companies position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 10,246 Rocket Companies shares in Q1 2022, an estimated $143K.
Sigma Planning Corp first reported a position in Rocket Companies in Q4 2020 and held it in 5 quarters.
Sigma Planning Corp's Rocket Companies position peaked at $349K in Q4 2020.
241 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.