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Joseph P. Lucia & Associates’s Rockwell Automation ROK Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-5
Closed -$1K – 616
2021
Q1 		$1K Buy
+5
New +$1.27K ﹤0.01% 547

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

Joseph P. Lucia & Associates's ROK Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Rockwell Automation (ROK) in Q2 2021, closing a stake of 5 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in ROK in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 987 funds tracked by Wall St. Rank hold ROK as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Rockwell Automation position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 5 Rockwell Automation shares in Q2 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Rockwell Automation in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Rockwell Automation position peaked at $1K in Q1 2021.
  • 987 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.