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Baker Tilly Wealth Management’s Rockwell Automation ROK Stock Holding History

Baker Tilly 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 		– Sell
-945
Closed -$203K – 559
2022
Q3 		$203K Buy
+945
New +$220K 0.03% 476

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baker Tilly Wealth Management's ROK Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Rockwell Automation (ROK) in Q4 2022, closing a stake of 945 shares — an estimated $203K sold.

Baker Tilly Wealth Management first reported a position in ROK in Q3 2022 and held it in 1 quarter. The position peaked at $203K in Q3 2022. 1,057 funds tracked by Wall St. Rank hold ROK as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Rockwell Automation position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 945 Rockwell Automation shares in Q4 2022, an estimated $203K.
  • Baker Tilly Wealth Management first reported a position in Rockwell Automation in Q3 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Rockwell Automation position peaked at $203K in Q3 2022.
  • 1,057 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.