WFA
RKT icon

Wipfli Financial Advisors’s Rocket Companies RKT Stock Holding History

Wipfli Financial 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
2022
Q3 		$5K Buy
+718
New +$6.24K ﹤0.01% 2092

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Wipfli Financial Advisors's RKT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Rocket Companies (RKT) in Q3 2022: 718 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2092 among its holdings.

219 funds tracked by Wall St. Rank hold RKT as of Q3 2022.

  • Wipfli Financial Advisors held 718 shares of Rocket Companies worth $5K as of Q3 2022.
  • Rocket Companies was a new Wipfli Financial Advisors position in Q3 2022.
  • Rocket Companies made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2092 holding.
  • 219 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.