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Ten Capital Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Ten Capital 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
2023
Q2 		$157K Hold
478
– – 0.05% 152
2023
Q1 		$140K Buy
+478
New +$136K 0.05% 136

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ten Capital Wealth Advisors's ROK Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its Rockwell Automation (ROK) position steady in Q2 2023 at 478 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #152.

Ten Capital Wealth Advisors first reported a position in ROK in Q1 2023 and has held it in 2 quarters since. 1,144 funds tracked by Wall St. Rank hold ROK as of Q2 2023.

  • Ten Capital Wealth Advisors held 478 shares of Rockwell Automation worth $157K as of Q2 2023.
  • Ten Capital Wealth Advisors left its Rockwell Automation share count unchanged in Q2 2023.
  • Rockwell Automation made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #152 holding.
  • Ten Capital Wealth Advisors first reported a position in Rockwell Automation in Q1 2023 and has held it in 2 quarters since.
  • 1,144 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.