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Lighthouse Financial Advisors’s Rockwell Automation ROK Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-618
Closed -$125K – 224
2019
Q4 		$125K Buy
+618
New +$115K 0.06% 90

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial Advisors's ROK Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Rockwell Automation (ROK) in Q1 2020, closing a stake of 618 shares — an estimated $125K sold.

Lighthouse Financial Advisors first reported a position in ROK in Q4 2019 and held it in 1 quarter. The position peaked at $125K in Q4 2019. 791 funds tracked by Wall St. Rank hold ROK as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Rockwell Automation position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 618 Rockwell Automation shares in Q1 2020, an estimated $125K.
  • Lighthouse Financial Advisors first reported a position in Rockwell Automation in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Rockwell Automation position peaked at $125K in Q4 2019.
  • 791 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.