Total Clarity Wealth Management’s Rockwell Automation ROK Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-157	Closed	-$31K	–	817
2022 Q2	$31K	Buy	+157	New	+$35.5K	0.02%	490
2022 Q1	–	Sell	-157	Closed	-$55K	–	754
2021 Q4	$55K	Sell	157 -14	-8%	-$4.63K	0.03%	385
2021 Q3	$50K	Buy	+171	New	+$52.5K	0.02%	405
2021 Q2	–	Sell	-171	Closed	-$45K	–	624
2021 Q1	$45K	Buy	+171	New	+$43.6K	0.03%	356
2020 Q1	–	Sell	-191	Closed	-$39K	–	501
2019 Q4	$39K	Buy	+191	New	+$35.4K	0.03%	303

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Clarity Wealth Management's ROK Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Rockwell Automation (ROK) in Q3 2022, closing a stake of 157 shares — an estimated $31K sold.

Total Clarity Wealth Management first reported a position in ROK in Q4 2019 and held it in 5 quarters. The position peaked at $55K in Q4 2021. 991 funds tracked by Wall St. Rank hold ROK as of Q3 2022.

Total Clarity Wealth Management reported no remaining Rockwell Automation position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 157 Rockwell Automation shares in Q3 2022, an estimated $31K.
Total Clarity Wealth Management first reported a position in Rockwell Automation in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Rockwell Automation position peaked at $55K in Q4 2021.
991 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.