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Stonebridge Financial Planning Group’s Rocket Companies RKT Stock Holding History

Stonebridge Financial Planning Group’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
Q4 		– Sell
-160
Closed -$3K – 423
2021
Q3 		$3K Hold
160
– – ﹤0.01% 392
2021
Q2 		$3K Hold
160
– – ﹤0.01% 396
2021
Q1 		$4K Buy
+160
New +$3.58K ﹤0.01% 398

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Stonebridge Financial Planning Group's RKT Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 160 shares — an estimated $3K sold.

Stonebridge Financial Planning Group first reported a position in RKT in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • Stonebridge Financial Planning Group reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 160 Rocket Companies shares in Q4 2021, an estimated $3K.
  • Stonebridge Financial Planning Group first reported a position in Rocket Companies in Q1 2021 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Rocket Companies position peaked at $4K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.