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Dixon Hughes Goodman Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$31K Buy
109
+88
+419% +$25.3K 0.01% 378
2021
Q4 		$7K Buy
+21
New +$6.95K ﹤0.01% 508

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's ROK Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Rockwell Automation (ROK) stake by 419% in Q1 2022, buying an estimated $25.3K and bringing the position to 109 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #378.

Dixon Hughes Goodman Wealth Advisors first reported a position in ROK in Q4 2021 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold ROK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 109 shares of Rockwell Automation worth $31K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 88 Rockwell Automation shares in Q1 2022, an estimated $25.3K.
  • Rockwell Automation made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #378 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Rockwell Automation in Q4 2021 and has held it in 2 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.