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Better Money Decisions’s Rockwell Automation ROK Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-9
Closed -$2K – 349
2022
Q2 		$2K Buy
+9
New +$2.03K ﹤0.01% 425
2021
Q4 		– Sell
-28
Closed -$8K – 457
2021
Q3 		$8K Hold
28
– – 0.01% 447
2021
Q2 		$8K Hold
28
– – 0.01% 428
2021
Q1 		$7K Buy
+28
New +$7.14K 0.01% 408

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Better Money Decisions's ROK Position: Q3 2022 in Review

Better Money Decisions sold out of Rockwell Automation (ROK) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Better Money Decisions first reported a position in ROK in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 991 funds tracked by Wall St. Rank hold ROK as of Q3 2022.

  • Better Money Decisions reported no remaining Rockwell Automation position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 9 Rockwell Automation shares in Q3 2022, an estimated $2K.
  • Better Money Decisions first reported a position in Rockwell Automation in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Rockwell Automation position peaked at $8K in Q3 2021.
  • 991 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.