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Gilliland Jeter Wealth Management’s Rockwell Automation ROK Stock Holding History

Gilliland Jeter Wealth Management’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
-42
Closed -$11.3K – 540
2024
Q3 		$11.3K Hold
42
– – ﹤0.01% 444
2024
Q2 		$11.6K Hold
42
– – ﹤0.01% 432
2024
Q1 		$12.2K Buy
+42
New +$12.1K ﹤0.01% 417

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

Gilliland Jeter Wealth Management's ROK Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 42 shares — an estimated $11.3K sold.

Gilliland Jeter Wealth Management first reported a position in ROK in Q1 2024 and held it in 3 quarters. The position peaked at $12.2K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 42 Rockwell Automation shares in Q4 2024, an estimated $11.3K.
  • Gilliland Jeter Wealth Management first reported a position in Rockwell Automation in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Rockwell Automation position peaked at $12.2K in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.