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Tradewinds Capital Management’s Rocket Companies RKT Stock Holding History

Tradewinds Capital Management’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
2022
Q2 		– Sell
-500
Closed -$6K – 712
2022
Q1 		$6K Hold
500
– – ﹤0.01% 548
2021
Q4 		$7K Hold
500
– – ﹤0.01% 536
2021
Q3 		$8K Sell
500
-4,533
-90% -$79.2K ﹤0.01% 500
2021
Q2 		$97K Buy
5,033
+33
+0.7% +$668 0.02% 165
2021
Q1 		$115K Hold
5,000
– – 0.02% 149
2020
Q4 		$101K Hold
5,000
– – 0.02% 157
2020
Q3 		$100K Buy
+5,000
New +$117K 0.02% 135

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CIA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMX
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DSA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return