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Garrett Wealth Advisory Group’s Rockwell Automation ROK Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-19
Closed -$3.13K – 524
2019
Q3 		$3.13K Buy
+19
New +$3K ﹤0.01% 452

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Garrett Wealth Advisory Group's ROK Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Rockwell Automation (ROK) in Q4 2019, closing a stake of 19 shares — an estimated $3.13K sold.

Garrett Wealth Advisory Group first reported a position in ROK in Q3 2019 and held it in 1 quarter. The position peaked at $3.13K in Q3 2019. 860 funds tracked by Wall St. Rank hold ROK as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Rockwell Automation position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 19 Rockwell Automation shares in Q4 2019, an estimated $3.13K.
  • Garrett Wealth Advisory Group first reported a position in Rockwell Automation in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Rockwell Automation position peaked at $3.13K in Q3 2019.
  • 860 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.