Atlas Private Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-41	Closed	-$12K	–	583
2021 Q3	$12K	Hold	41	–	–	0.01%	443
2021 Q2	$12K	Sell	41 -38	-48%	-$10.2K	0.01%	448
2021 Q1	$21K	Buy	79 +38	+93%	+$9.69K	0.01%	371
2020 Q4	$10K	Buy	+41	New	+$10K	0.01%	428

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atlas Private Wealth Advisors's ROK Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Rockwell Automation (ROK) in Q4 2021, closing a stake of 41 shares — an estimated $12K sold.

Atlas Private Wealth Advisors first reported a position in ROK in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q1 2021. 1,134 funds tracked by Wall St. Rank hold ROK as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Rockwell Automation position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 41 Rockwell Automation shares in Q4 2021, an estimated $12K.
Atlas Private Wealth Advisors first reported a position in Rockwell Automation in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Rockwell Automation position peaked at $21K in Q1 2021.
1,134 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.