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TCI Wealth Advisors’s Rocket Companies RKT Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-1,803
Closed -$16.3K – 1796
2023
Q1 		$16.3K Hold
1,803
– – ﹤0.01% 810
2022
Q4 		$12.6K Buy
1,803
+1
+0.1% +$7 ﹤0.01% 916
2022
Q3 		$11K Buy
1,802
+1
+0.1% +$9 ﹤0.01% 972
2022
Q2 		$13K Buy
+1,801
New +$15.6K ﹤0.01% 867

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Wealth Advisors's RKT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 1,803 shares — an estimated $16.3K sold.

TCI Wealth Advisors first reported a position in RKT in Q2 2022 and held it in 4 quarters. The position peaked at $16.3K in Q1 2023. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,803 Rocket Companies shares in Q2 2023, an estimated $16.3K.
  • TCI Wealth Advisors first reported a position in Rocket Companies in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Rocket Companies position peaked at $16.3K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.