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Resolute Advisors’s Rockwell Automation ROK Stock Holding History

Resolute 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
Q4 		– Sell
-28
Closed -$8K – 451
2021
Q3 		$8K Hold
28
– – ﹤0.01% 381
2021
Q2 		$8K Hold
28
– – ﹤0.01% 336
2021
Q1 		$6K Buy
+28
New +$7.14K ﹤0.01% 301

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Resolute Advisors's ROK Position: Q4 2021 in Review

Resolute Advisors sold out of Rockwell Automation (ROK) in Q4 2021, closing a stake of 28 shares — an estimated $8K sold.

Resolute Advisors first reported a position in ROK in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 1,134 funds tracked by Wall St. Rank hold ROK as of Q4 2021.

  • Resolute Advisors reported no remaining Rockwell Automation position as of Q4 2021 after selling out during the quarter.
  • Resolute Advisors sold 28 Rockwell Automation shares in Q4 2021, an estimated $8K.
  • Resolute Advisors first reported a position in Rockwell Automation in Q1 2021 and held it in 3 quarters.
  • Resolute Advisors's Rockwell Automation position peaked at $8K in Q3 2021.
  • 1,134 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.