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BDO Wealth Advisors’s Rockwell Automation ROK Stock Holding History

BDO 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
2023
Q2 		$63.4K Buy
192
+65
+51% +$18.8K 0.01% 396
2023
Q1 		$37.3K Hold
127
– – ﹤0.01% 472
2022
Q4 		$32.7K Sell
127
-36
-22% -$9.04K ﹤0.01% 481
2022
Q3 		$35K Buy
163
+83
+104% +$19.4K ﹤0.01% 467
2022
Q2 		$16K Hold
80
– – ﹤0.01% 606
2022
Q1 		$22K Sell
80
-35
-30% -$10.1K ﹤0.01% 585
2021
Q4 		$40K Buy
115
+35
+44% +$11.6K ﹤0.01% 483
2021
Q3 		$24K Hold
80
– – ﹤0.01% 578
2021
Q2 		$23K Hold
80
– – ﹤0.01% 595
2021
Q1 		$21K Sell
80
-45
-36% -$11.5K ﹤0.01% 611
2020
Q4 		$31K Buy
125
+80
+178% +$19.6K ﹤0.01% 404
2020
Q3 		$10K Hold
45
– – ﹤0.01% 496
2020
Q2 		$10K Hold
45
– – ﹤0.01% 503
2020
Q1 		$7K Buy
+45
New +$8.34K ﹤0.01% 583

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's ROK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Rockwell Automation (ROK) stake by 51% in Q2 2023, buying an estimated $18.8K and bringing the position to 192 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #396.

BDO Wealth Advisors first reported a position in ROK in Q1 2020 and has held it in 14 quarters since. 1,144 funds tracked by Wall St. Rank hold ROK as of Q2 2023.

  • BDO Wealth Advisors held 192 shares of Rockwell Automation worth $63.4K as of Q2 2023.
  • BDO Wealth Advisors bought 65 Rockwell Automation shares in Q2 2023, an estimated $18.8K.
  • Rockwell Automation made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #396 holding.
  • BDO Wealth Advisors first reported a position in Rockwell Automation in Q1 2020 and has held it in 14 quarters since.
  • 1,144 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.