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Regent Peak Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-75
Closed -$19K – 804
2020
Q4 		$19K Buy
+75
New +$18.3K 0.01% 463

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

Regent Peak Wealth Advisors's ROK Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Rockwell Automation (ROK) in Q1 2021, closing a stake of 75 shares — an estimated $19K sold.

Regent Peak Wealth Advisors first reported a position in ROK in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 972 funds tracked by Wall St. Rank hold ROK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Rockwell Automation position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 75 Rockwell Automation shares in Q1 2021, an estimated $19K.
  • Regent Peak Wealth Advisors first reported a position in Rockwell Automation in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Rockwell Automation position peaked at $19K in Q4 2020.
  • 972 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.