Toth Financial Advisory’s Rockwell Automation ROK Stock Holding History

Toth Financial Advisory’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	–	Sell	-9	Closed	-$2.64K	–	877
2023 Q1	$2.64K	Buy	+9	New	+$2.56K	﹤0.01%	616
2022 Q3	–	Sell	-5	Closed	-$1K	–	786
2022 Q2	$1K	Buy	+5	New	+$1.13K	﹤0.01%	667

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Toth Financial Advisory's ROK Position: Q2 2023 in Review

Toth Financial Advisory sold out of Rockwell Automation (ROK) in Q2 2023, closing a stake of 9 shares — an estimated $2.64K sold.

Toth Financial Advisory first reported a position in ROK in Q2 2022 and held it in 2 quarters. The position peaked at $2.64K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold ROK as of Q2 2023.

Toth Financial Advisory reported no remaining Rockwell Automation position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 9 Rockwell Automation shares in Q2 2023, an estimated $2.64K.
Toth Financial Advisory first reported a position in Rockwell Automation in Q2 2022 and held it in 2 quarters.
Toth Financial Advisory's Rockwell Automation position peaked at $2.64K in Q1 2023.
1,144 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.