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Summit Financial Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Summit Financial 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
-1,198
Closed -$322K – 158
2024
Q3 		$322K Buy
+1,198
New +$318K 0.06% 112

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

Summit Financial Wealth Advisors's ROK Position: Q4 2024 in Review

Summit Financial Wealth Advisors sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 1,198 shares — an estimated $322K sold.

Summit Financial Wealth Advisors first reported a position in ROK in Q3 2024 and held it in 1 quarter. The position peaked at $322K in Q3 2024. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Summit Financial Wealth Advisors reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,198 Rockwell Automation shares in Q4 2024, an estimated $322K.
  • Summit Financial Wealth Advisors first reported a position in Rockwell Automation in Q3 2024 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Rockwell Automation position peaked at $322K in Q3 2024.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.