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B. Riley Wealth Management’s Rockwell Automation ROK Stock Holding History

B. Riley 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
Q2 		$336 Buy
1,686
+333
+25% +$75.2K ﹤0.01% 510
2022
Q1 		$379K Buy
1,353
+110
+9% +$31.6K 0.03% 390
2021
Q4 		$434K Buy
1,243
+300
+32% +$99.3K 0.03% 385
2021
Q3 		$277K Buy
+943
New +$290K 0.02% 476
2015
Q2 		– Sell
-2,100
Closed -$243K – 1068
2015
Q1 		$243K Buy
+2,100
New +$236K 0.18% 163

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

B. Riley Wealth Management's ROK Position: Q2 2022 in Review

B. Riley Wealth Management increased its Rockwell Automation (ROK) stake by 25% in Q2 2022, buying an estimated $75.2K and bringing the position to 1,686 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #510.

B. Riley Wealth Management first reported a position in ROK in Q1 2015 and has held it in 5 quarters since. The position peaked at $434K in Q4 2021. 973 funds tracked by Wall St. Rank hold ROK as of Q2 2022.

  • B. Riley Wealth Management held 1,686 shares of Rockwell Automation worth $336 as of Q2 2022.
  • B. Riley Wealth Management bought 333 Rockwell Automation shares in Q2 2022, an estimated $75.2K.
  • Rockwell Automation made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #510 holding.
  • B. Riley Wealth Management first reported a position in Rockwell Automation in Q1 2015 and has held it in 5 quarters since.
  • B. Riley Wealth Management's Rockwell Automation position peaked at $434K in Q4 2021.
  • 973 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.