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Polaris Wealth Advisory Group’s Rockwell Automation ROK Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-78,942
Closed -$20.7M – 200
2020
Q4 		$20.7M Buy
+78,942
New +$19.3M 1.54% 21

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Polaris Wealth Advisory Group's ROK Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Rockwell Automation (ROK) in Q1 2021, closing a stake of 78,942 shares — an estimated $20.7M sold.

Polaris Wealth Advisory Group first reported a position in ROK in Q4 2020 and held it in 1 quarter. The position peaked at $20.7M in Q4 2020. 972 funds tracked by Wall St. Rank hold ROK as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining Rockwell Automation position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 78,942 Rockwell Automation shares in Q1 2021, an estimated $20.7M.
  • Polaris Wealth Advisory Group first reported a position in Rockwell Automation in Q4 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Rockwell Automation position peaked at $20.7M in Q4 2020.
  • 972 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.