REAP Financial Group’s Rockwell Automation ROK Stock Holding History

REAP Financial 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
2024 Q1	–	Sell	-25	Closed	-$7.8K	–	655
2023 Q4	$7.8K	Buy	+25	New	+$7.01K	﹤0.01%	430

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

REAP Financial Group's ROK Position: Q1 2024 in Review

REAP Financial Group sold out of Rockwell Automation (ROK) in Q1 2024, closing a stake of 25 shares — an estimated $7.8K sold.

REAP Financial Group first reported a position in ROK in Q4 2023 and held it in 1 quarter. The position peaked at $7.8K in Q4 2023. 1,199 funds tracked by Wall St. Rank hold ROK as of Q1 2024.

REAP Financial Group reported no remaining Rockwell Automation position as of Q1 2024 after selling out during the quarter.
REAP Financial Group sold 25 Rockwell Automation shares in Q1 2024, an estimated $7.8K.
REAP Financial Group first reported a position in Rockwell Automation in Q4 2023 and held it in 1 quarter.
REAP Financial Group's Rockwell Automation position peaked at $7.8K in Q4 2023.
1,199 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2024.

Based on REAP Financial Group's 13F filing for Q1 2024, filed 27 Feb 2025.