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Milestone Investment Advisors’s Rockwell Automation ROK Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-996
Closed -$285K – 375
2023
Q3 		$285K Buy
+996
New +$308K 0.08% 85
2023
Q2 		– Sell
-996
Closed -$292K – 373
2023
Q1 		$292K Buy
+996
New +$283K 0.09% 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Milestone Investment Advisors's ROK Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Rockwell Automation (ROK) in Q4 2023, closing a stake of 996 shares — an estimated $285K sold.

Milestone Investment Advisors first reported a position in ROK in Q1 2023 and held it in 2 quarters. The position peaked at $292K in Q1 2023. 1,219 funds tracked by Wall St. Rank hold ROK as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Rockwell Automation position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 996 Rockwell Automation shares in Q4 2023, an estimated $285K.
  • Milestone Investment Advisors first reported a position in Rockwell Automation in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Rockwell Automation position peaked at $292K in Q1 2023.
  • 1,219 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.