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Evolution Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Evolution 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
2020
Q1 		– Sell
-21
Closed -$4K – 583
2019
Q4 		$4K Buy
+21
New +$3.89K ﹤0.01% 462
2019
Q1 		– Sell
-88
Closed -$13K – 139
2018
Q4 		$13K Buy
+88
New +$14.7K 0.01% 120

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evolution Wealth Advisors's ROK Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Rockwell Automation (ROK) in Q1 2020, closing a stake of 21 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in ROK in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 791 funds tracked by Wall St. Rank hold ROK as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Rockwell Automation position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 21 Rockwell Automation shares in Q1 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Rockwell Automation in Q4 2018 and held it in 2 quarters.
  • Evolution Wealth Advisors's Rockwell Automation position peaked at $13K in Q4 2018.
  • 791 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.