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SOA Wealth Advisors’s Rockwell Automation ROK Stock Holding History

SOA 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
2024
Q4 		– Sell
-1
Closed -$283 – 899
2024
Q3 		$283 Hold
1
– – ﹤0.01% 777
2024
Q2 		$289 Sell
1
-1
-50% -$270 ﹤0.01% 790
2024
Q1 		$595 Hold
2
– – ﹤0.01% 796
2023
Q4 		$633 Hold
2
– – ﹤0.01% 786
2023
Q3 		$582 Hold
2
– – ﹤0.01% 813
2023
Q2 		$669 Hold
2
– – ﹤0.01% 811
2023
Q1 		$595 Hold
2
– – ﹤0.01% 832
2022
Q4 		$521 Hold
2
– – ﹤0.01% 840
2022
Q3 		$0 Hold
2
– – ﹤0.01% 966
2022
Q2 		$0 Sell
2
-12
-86% -$2.71K ﹤0.01% 997
2022
Q1 		$3K Hold
14
– – ﹤0.01% 763
2021
Q4 		$4K Hold
14
– – ﹤0.01% 702
2021
Q3 		$4K Sell
14
-2
-13% -$614 ﹤0.01% 721
2021
Q2 		$4K Sell
16
-3
-16% -$809 ﹤0.01% 702
2021
Q1 		$5K Buy
19
+14
+280% +$3.57K ﹤0.01% 629
2020
Q4 		$1K Buy
+5
New +$1.22K ﹤0.01% 761

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

SOA Wealth Advisors's ROK Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 1 share — an estimated $283 sold.

SOA Wealth Advisors first reported a position in ROK in Q4 2020 and held it in 16 quarters. The position peaked at $5K in Q1 2021. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 Rockwell Automation share in Q4 2024, an estimated $283.
  • SOA Wealth Advisors first reported a position in Rockwell Automation in Q4 2020 and held it in 16 quarters.
  • SOA Wealth Advisors's Rockwell Automation position peaked at $5K in Q1 2021.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.