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Northwest Financial Advisors’s Rockwell Automation ROK Stock Holding History

Northwest 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
2024
Q4 		– Sell
-353
Closed -$94.8K – 439
2024
Q3 		$94.8K Buy
+353
New +$93.7K 0.08% 161
2024
Q1 		– Sell
-386
Closed -$120K – 418
2023
Q4 		$120K Buy
+386
New +$108K 0.1% 126

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northwest Financial Advisors's ROK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 353 shares — an estimated $94.8K sold.

Northwest Financial Advisors first reported a position in ROK in Q4 2023 and held it in 2 quarters. The position peaked at $120K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 353 Rockwell Automation shares in Q4 2024, an estimated $94.8K.
  • Northwest Financial Advisors first reported a position in Rockwell Automation in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Rockwell Automation position peaked at $120K in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.