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SYSTM Wealth Solutions’s Rocket Companies RKT Stock Holding History

SYSTM Wealth 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
2024
Q2 		– Sell
-2,504
Closed -$36.4K – 909
2024
Q1 		$36.4K Buy
2,504
+187
+8% +$2.32K ﹤0.01% 631
2023
Q4 		$33.6K Buy
+2,317
New +$22.2K ﹤0.01% 648

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SYSTM Wealth Solutions's RKT Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Rocket Companies (RKT) in Q2 2024, closing a stake of 2,504 shares — an estimated $36.4K sold.

SYSTM Wealth Solutions first reported a position in RKT in Q4 2023 and held it in 2 quarters. The position peaked at $36.4K in Q1 2024. 254 funds tracked by Wall St. Rank hold RKT as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Rocket Companies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,504 Rocket Companies shares in Q2 2024, an estimated $36.4K.
  • SYSTM Wealth Solutions first reported a position in Rocket Companies in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Rocket Companies position peaked at $36.4K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.