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Stonebridge Capital Advisors’s Rocket Companies RKT Stock Holding History

Stonebridge Capital 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
2022
Q4 		– Sell
-50
Closed – – 1078
2022
Q3 		$0 Buy
+50
New +$435 ﹤0.01% 1100

Other funds holding RKT

Vanguard Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stonebridge Capital Advisors's RKT Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of Rocket Companies (RKT) in Q4 2022, closing a stake of 50 shares.

Stonebridge Capital Advisors first reported a position in RKT in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 238 funds tracked by Wall St. Rank hold RKT as of Q4 2022.

  • Stonebridge Capital Advisors reported no remaining Rocket Companies position as of Q4 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 50 Rocket Companies shares in Q4 2022.
  • Stonebridge Capital Advisors first reported a position in Rocket Companies in Q3 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Rocket Companies position peaked at $0 in Q3 2022.
  • 238 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.