Tarbox Family Office’s Rocket Companies RKT Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-5	Closed	–	–	1196
2021 Q1	$0	Buy	+5	New	+$112	﹤0.01%	1171

Other funds holding RKT

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Tarbox Family Office's RKT Position: Q2 2021 in Review

Tarbox Family Office sold out of Rocket Companies (RKT) in Q2 2021, closing a stake of 5 shares.

Tarbox Family Office first reported a position in RKT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 234 funds tracked by Wall St. Rank hold RKT as of Q2 2021.

Tarbox Family Office reported no remaining Rocket Companies position as of Q2 2021 after selling out during the quarter.
Tarbox Family Office sold 5 Rocket Companies shares in Q2 2021.
Tarbox Family Office first reported a position in Rocket Companies in Q1 2021 and held it in 1 quarter.
Tarbox Family Office's Rocket Companies position peaked at $0 in Q1 2021.
234 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.