Tennessee Valley Asset Management Partners’s Rocket Companies RKT Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-2,550	Closed	-$36.9K	–	589
2023 Q4	$36.9K	Buy	+2,550	New	+$24.4K	0.01%	262

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tennessee Valley Asset Management Partners's RKT Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 2,550 shares — an estimated $36.9K sold.

Tennessee Valley Asset Management Partners first reported a position in RKT in Q4 2023 and held it in 1 quarter. The position peaked at $36.9K in Q4 2023. 238 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 2,550 Rocket Companies shares in Q1 2024, an estimated $36.9K.
Tennessee Valley Asset Management Partners first reported a position in Rocket Companies in Q4 2023 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's Rocket Companies position peaked at $36.9K in Q4 2023.
238 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.