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Janiczek Wealth Management’s Rockwell Automation ROK Stock Holding History

Janiczek 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
Q2 		$551 Hold
2
– – ﹤0.01% 994
2024
Q1 		$583 Buy
2
+1
+100% +$288 ﹤0.01% 992
2023
Q4 		$311 Buy
+1
New +$280 ﹤0.01% 1029
2022
Q2 		– Sell
-32
Closed -$9K – 1056
2022
Q1 		$9K Buy
+32
New +$9.19K ﹤0.01% 593
2020
Q3 		– Sell
-12
Closed -$3K – 711
2020
Q2 		$3K Buy
+12
New +$2.32K ﹤0.01% 252

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's ROK Position: Q2 2024 in Review

Janiczek Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2024 at 2 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Janiczek Wealth Management first reported a position in ROK in Q2 2020 and has held it in 5 quarters since. The position peaked at $9K in Q1 2022. 1,152 funds tracked by Wall St. Rank hold ROK as of Q2 2024.

  • Janiczek Wealth Management held 2 shares of Rockwell Automation worth $551 as of Q2 2024.
  • Janiczek Wealth Management left its Rockwell Automation share count unchanged in Q2 2024.
  • Rockwell Automation made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #994 holding.
  • Janiczek Wealth Management first reported a position in Rockwell Automation in Q2 2020 and has held it in 5 quarters since.
  • Janiczek Wealth Management's Rockwell Automation position peaked at $9K in Q1 2022.
  • 1,152 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.