My Personal CFO LLC’s Rockwell Automation ROK Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-1	Closed	-$258	–	658
2022 Q4	$258	Buy	+1	New	+$251	﹤0.01%	861

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

My Personal CFO LLC's ROK Position: Q1 2023 in Review

My Personal CFO LLC sold out of Rockwell Automation (ROK) in Q1 2023, closing a stake of 1 share — an estimated $258 sold.

My Personal CFO LLC first reported a position in ROK in Q4 2022 and held it in 1 quarter. The position peaked at $258 in Q4 2022. 1,110 funds tracked by Wall St. Rank hold ROK as of Q1 2023.

My Personal CFO LLC reported no remaining Rockwell Automation position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 1 Rockwell Automation share in Q1 2023, an estimated $258.
My Personal CFO LLC first reported a position in Rockwell Automation in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Rockwell Automation position peaked at $258 in Q4 2022.
1,110 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.