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Hoover Financial Advisors’s Rockwell Automation ROK Stock Holding History

Hoover Financial 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
2021
Q2 		$128K Hold
448
– – 0.02% 178
2021
Q1 		$120K Hold
448
– – 0.02% 172
2020
Q4 		$118K Buy
+448
New +$110K 0.03% 155
2020
Q3 		– Sell
-448
Closed -$95K – 406
2020
Q2 		$95K Buy
+448
New +$86.7K 0.04% 139

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Hoover Financial Advisors's ROK Position: Q2 2021 in Review

Hoover Financial Advisors held its Rockwell Automation (ROK) position steady in Q2 2021 at 448 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #178.

Hoover Financial Advisors first reported a position in ROK in Q2 2020 and has held it in 4 quarters since. 987 funds tracked by Wall St. Rank hold ROK as of Q2 2021.

  • Hoover Financial Advisors held 448 shares of Rockwell Automation worth $128K as of Q2 2021.
  • Hoover Financial Advisors left its Rockwell Automation share count unchanged in Q2 2021.
  • Rockwell Automation made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #178 holding.
  • Hoover Financial Advisors first reported a position in Rockwell Automation in Q2 2020 and has held it in 4 quarters since.
  • 987 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.