IronBridge Private Wealth’s Rockwell Automation ROK Stock Holding History

IronBridge Private Wealth’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	–	Sell	-107	Closed	-$37K	–	241
2021 Q4	$37K	Hold	107	–	–	0.02%	85
2021 Q3	$31K	Hold	107	–	–	0.02%	74
2021 Q2	$31K	Hold	107	–	–	0.02%	83
2021 Q1	$28K	Hold	107	–	–	0.02%	89
2020 Q4	$27K	Buy	+107	New	+$26.2K	0.02%	82

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 $23.8B AUM 34.25% 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

IronBridge Private Wealth's ROK Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Rockwell Automation (ROK) in Q1 2022, closing a stake of 107 shares — an estimated $37K sold.

IronBridge Private Wealth first reported a position in ROK in Q4 2020 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold ROK as of Q1 2022.

IronBridge Private Wealth reported no remaining Rockwell Automation position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 107 Rockwell Automation shares in Q1 2022, an estimated $37K.
IronBridge Private Wealth first reported a position in Rockwell Automation in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Rockwell Automation position peaked at $37K in Q4 2021.
1,051 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.