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Tompkins Financial’s Rocket Companies RKT Stock Holding History

Tompkins Financial’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
-118
Closed -$1.71K – 693
2023
Q4 		$1.71K Buy
+118
New +$1.13K ﹤0.01% 596

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tompkins Financial's RKT Position: Q1 2024 in Review

Tompkins Financial sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 118 shares — an estimated $1.71K sold.

Tompkins Financial first reported a position in RKT in Q4 2023 and held it in 1 quarter. The position peaked at $1.71K in Q4 2023. 237 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

  • Tompkins Financial reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 118 Rocket Companies shares in Q1 2024, an estimated $1.71K.
  • Tompkins Financial first reported a position in Rocket Companies in Q4 2023 and held it in 1 quarter.
  • Tompkins Financial's Rocket Companies position peaked at $1.71K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.