AWM
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Align Wealth Management’s Rockwell Automation ROK Stock Holding History

Align Wealth Management’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.44K Buy
+16
New +$4.02K ﹤0.01% 179

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Align Wealth Management's ROK Position: Q4 2022 in Review

Align Wealth Management opened a new position in Rockwell Automation (ROK) in Q4 2022: 16 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #179 among its holdings.

1,058 funds tracked by Wall St. Rank hold ROK as of Q4 2022.

  • Align Wealth Management held 16 shares of Rockwell Automation worth $3.44K as of Q4 2022.
  • Rockwell Automation was a new Align Wealth Management position in Q4 2022.
  • Rockwell Automation made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #179 holding.
  • 1,058 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.