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Financial Network Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Financial Network 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
2024
Q4 		– Sell
-325
Closed -$87.3K – 770
2024
Q3 		$87.3K Sell
325
-2
-0.6% -$531 0.07% 218
2024
Q2 		$90K Buy
+327
New +$88.2K 0.07% 234

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Financial Network Wealth Advisors's ROK Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 325 shares — an estimated $87.3K sold.

Financial Network Wealth Advisors first reported a position in ROK in Q2 2024 and held it in 2 quarters. The position peaked at $90K in Q2 2024. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 325 Rockwell Automation shares in Q4 2024, an estimated $87.3K.
  • Financial Network Wealth Advisors first reported a position in Rockwell Automation in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Rockwell Automation position peaked at $90K in Q2 2024.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.