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Sowell Financial Services’s Rocket Companies RKT Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-11,298
Closed -$219K – 546
2021
Q2 		$219K Buy
11,298
+10,131
+868% +$205K 0.01% 505
2021
Q1 		$22K Sell
1,167
-6,538
-85% -$146K ﹤0.01% 2030
2020
Q4 		$156K Buy
7,705
+5,463
+244% +$115K 0.01% 954
2020
Q3 		$45K Buy
+2,242
New +$52.3K ﹤0.01% 1258

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Sowell Financial Services's RKT Position: Q3 2021 in Review

Sowell Financial Services sold out of Rocket Companies (RKT) in Q3 2021, closing a stake of 11,298 shares — an estimated $219K sold.

Sowell Financial Services first reported a position in RKT in Q3 2020 and held it in 4 quarters. The position peaked at $219K in Q2 2021. 238 funds tracked by Wall St. Rank hold RKT as of Q3 2021.

  • Sowell Financial Services reported no remaining Rocket Companies position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 11,298 Rocket Companies shares in Q3 2021, an estimated $219K.
  • Sowell Financial Services first reported a position in Rocket Companies in Q3 2020 and held it in 4 quarters.
  • Sowell Financial Services's Rocket Companies position peaked at $219K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.