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Legacy Wealth Partners (California)’s Rockwell Automation ROK Stock Holding History

Legacy Wealth Partners (California)’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 		$891K Hold
3,116
– – 0.5% 54
2021
Q1 		$827K Sell
3,116
-408
-12% -$104K 0.48% 50
2020
Q4 		$884K Hold
3,524
– – 0.56% 44
2020
Q3 		$778K Hold
3,524
– – 0.55% 39
2020
Q2 		$751K Hold
3,524
– – 0.57% 34
2020
Q1 		$532K Hold
3,524
– – 0.5% 37
2019
Q4 		$723K Buy
+3,524
New +$653K 0.53% 40

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

Legacy Wealth Partners (California)'s ROK Position: Q2 2021 in Review

Legacy Wealth Partners (California) held its Rockwell Automation (ROK) position steady in Q2 2021 at 3,116 shares worth $891K. The position accounts for 0.5% of the portfolio, ranked #54.

Legacy Wealth Partners (California) first reported a position in ROK in Q4 2019 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold ROK as of Q2 2021.

  • Legacy Wealth Partners (California) held 3,116 shares of Rockwell Automation worth $891K as of Q2 2021.
  • Legacy Wealth Partners (California) left its Rockwell Automation share count unchanged in Q2 2021.
  • Rockwell Automation made up 0.5% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #54 holding.
  • Legacy Wealth Partners (California) first reported a position in Rockwell Automation in Q4 2019 and has held it in 7 quarters since.
  • 987 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.