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WealthPLAN Partners’s Rocket Companies RKT Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-250
Closed -$2.24K – 967
2023
Q2 		$2.24K Hold
250
– – ﹤0.01% 1061
2023
Q1 		$2.27K Buy
+250
New +$2.16K ﹤0.01% 1114

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's RKT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 250 shares — an estimated $2.24K sold.

WealthPLAN Partners first reported a position in RKT in Q1 2023 and held it in 2 quarters. The position peaked at $2.27K in Q1 2023. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 250 Rocket Companies shares in Q3 2023, an estimated $2.24K.
  • WealthPLAN Partners first reported a position in Rocket Companies in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Rocket Companies position peaked at $2.27K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.