IndexIQ Advisors’s Rockwell Automation ROK Stock Holding History

IndexIQ 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
2022 Q1	$585K	Buy	2,091 +149	+8%	+$42.8K	0.02%	372
2021 Q4	$677K	Sell	1,942 -70	-3%	-$23.2K	0.02%	391
2021 Q3	$592K	Buy	2,012 +97	+5%	+$29.8K	0.02%	446
2021 Q2	$548K	Buy	1,915 +56	+3%	+$15.1K	0.02%	422
2021 Q1	$493K	Buy	1,859 +237	+15%	+$60.4K	0.02%	374
2020 Q4	$407K	Buy	1,622 +764	+89%	+$187K	0.02%	484
2020 Q3	$189K	Buy	858 +516	+151%	+$115K	0.01%	689
2020 Q2	$73K	Buy	342 +302	+755%	+$58.4K	﹤0.01%	880
2020 Q1	$6K	Hold	40	–	–	﹤0.01%	876
2019 Q4	$8K	Buy	+40	New	+$7.41K	﹤0.01%	674

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors's ROK Position: Q1 2022 in Review

IndexIQ Advisors increased its Rockwell Automation (ROK) stake by 7.7% in Q1 2022, buying an estimated $42.8K and bringing the position to 2,091 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #372.

IndexIQ Advisors first reported a position in ROK in Q4 2019 and has held it in 10 quarters since. The position peaked at $677K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold ROK as of Q1 2022.

IndexIQ Advisors held 2,091 shares of Rockwell Automation worth $585K as of Q1 2022.
IndexIQ Advisors bought 149 Rockwell Automation shares in Q1 2022, an estimated $42.8K.
Rockwell Automation made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #372 holding.
IndexIQ Advisors first reported a position in Rockwell Automation in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Rockwell Automation position peaked at $677K in Q4 2021.
1,051 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.