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MPS Loria Financial Planners’s Rockwell Automation ROK Stock Holding History

MPS Loria Financial Planners’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
-4
Closed -$1K – 471
2021
Q1 		$1K Hold
4
– – ﹤0.01% 530
2020
Q4 		$1K Buy
+4
New +$978 ﹤0.01% 575

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

MPS Loria Financial Planners's ROK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Rockwell Automation (ROK) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in ROK in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 987 funds tracked by Wall St. Rank hold ROK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Rockwell Automation position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 4 Rockwell Automation shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Rockwell Automation in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners'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 MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.