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PCA Investment Advisory Services’s Rockwell Automation ROK Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-176
Closed -$58K – 354
2023
Q2 		$58K Buy
+176
New +$50.8K 0.03% 248

Other funds holding ROK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PCA Investment Advisory Services's ROK Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Rockwell Automation (ROK) in Q3 2023, closing a stake of 176 shares — an estimated $58K sold.

PCA Investment Advisory Services first reported a position in ROK in Q2 2023 and held it in 1 quarter. The position peaked at $58K in Q2 2023. 1,135 funds tracked by Wall St. Rank hold ROK as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Rockwell Automation position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 176 Rockwell Automation shares in Q3 2023, an estimated $58K.
  • PCA Investment Advisory Services first reported a position in Rockwell Automation in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Rockwell Automation position peaked at $58K in Q2 2023.
  • 1,135 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.