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Wiser Advisor Group’s Rocket Companies RKT Stock Holding History

Wiser Advisor Group’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
Q3 		– Sell
-750
Closed -$10.3K – 282
2024
Q2 		$10.3K Hold
750
– – 0.02% 188
2024
Q1 		$10.9K Hold
750
– – 0.02% 182
2023
Q4 		$10.9K Buy
+750
New +$7.18K 0.02% 177

Other funds holding RKT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Wiser Advisor Group's RKT Position: Q3 2024 in Review

Wiser Advisor Group sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 750 shares — an estimated $10.3K sold.

Wiser Advisor Group first reported a position in RKT in Q4 2023 and held it in 3 quarters. The position peaked at $10.9K in Q1 2024. 269 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Wiser Advisor Group reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 750 Rocket Companies shares in Q3 2024, an estimated $10.3K.
  • Wiser Advisor Group first reported a position in Rocket Companies in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's Rocket Companies position peaked at $10.9K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.