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Wetzel Investment Advisors’s Rocket Companies RKT Stock Holding History

Wetzel Investment Advisors’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
Q2 		– Sell
-408
Closed -$4.7K – 988
2024
Q1 		$4.7K Buy
408
+148
+57% +$1.84K ﹤0.01% 686
2023
Q4 		$4K Buy
+260
New +$2.49K ﹤0.01% 738

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wetzel Investment Advisors's RKT Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Rocket Companies (RKT) in Q2 2024, closing a stake of 408 shares — an estimated $4.7K sold.

Wetzel Investment Advisors first reported a position in RKT in Q4 2023 and held it in 2 quarters. The position peaked at $4.7K in Q1 2024. 255 funds tracked by Wall St. Rank hold RKT as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Rocket Companies position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 408 Rocket Companies shares in Q2 2024, an estimated $4.7K.
  • Wetzel Investment Advisors first reported a position in Rocket Companies in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Rocket Companies position peaked at $4.7K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.