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Simplicity Solutions’s Rocket Companies RKT Stock Holding History

Simplicity Solutions’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
2023
Q2 		– Sell
-13,119
Closed -$119K – 1193
2023
Q1 		$119K Buy
+13,119
New +$113K ﹤0.01% 1053

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Simplicity Solutions's RKT Position: Q2 2023 in Review

Simplicity Solutions sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 13,119 shares — an estimated $119K sold.

Simplicity Solutions first reported a position in RKT in Q1 2023 and held it in 1 quarter. The position peaked at $119K in Q1 2023. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

  • Simplicity Solutions reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 13,119 Rocket Companies shares in Q2 2023, an estimated $119K.
  • Simplicity Solutions first reported a position in Rocket Companies in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's Rocket Companies position peaked at $119K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.