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Vident Investment Advisory’s Rocket Companies RKT Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-10,824
Closed -$97K – 822
2023
Q2 		$97K Buy
+10,824
New +$94.2K ﹤0.01% 1131

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vident Investment Advisory's RKT Position: Q3 2023 in Review

Vident Investment Advisory sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 10,824 shares — an estimated $97K sold.

Vident Investment Advisory first reported a position in RKT in Q2 2023 and held it in 1 quarter. The position peaked at $97K in Q2 2023. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

  • Vident Investment Advisory reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 10,824 Rocket Companies shares in Q3 2023, an estimated $97K.
  • Vident Investment Advisory first reported a position in Rocket Companies in Q2 2023 and held it in 1 quarter.
  • Vident Investment Advisory's Rocket Companies position peaked at $97K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.