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Triton Wealth Management’s Rockwell Automation ROK Stock Holding History

Triton 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
Q4 		– Sell
-1,402
Closed -$323K – 87
2022
Q3 		$323K Sell
1,402
-241
-15% -$56.2K 0.19% 51
2022
Q2 		$410K Hold
1,643
– – 0.29% 46
2022
Q1 		$475K Hold
1,643
– – 0.25% 54
2021
Q4 		$475K Hold
1,643
– – 0.25% 54
2021
Q3 		$518K Hold
1,643
– – 0.25% 58
2021
Q2 		$521K Buy
+1,643
New +$443K 0.3% 59

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triton Wealth Management's ROK Position: Q4 2022 in Review

Triton Wealth Management sold out of Rockwell Automation (ROK) in Q4 2022, closing a stake of 1,402 shares — an estimated $323K sold.

Triton Wealth Management first reported a position in ROK in Q2 2021 and held it in 6 quarters. The position peaked at $521K in Q2 2021. 1,057 funds tracked by Wall St. Rank hold ROK as of Q4 2022.

  • Triton Wealth Management reported no remaining Rockwell Automation position as of Q4 2022 after selling out during the quarter.
  • Triton Wealth Management sold 1,402 Rockwell Automation shares in Q4 2022, an estimated $323K.
  • Triton Wealth Management first reported a position in Rockwell Automation in Q2 2021 and held it in 6 quarters.
  • Triton Wealth Management's Rockwell Automation position peaked at $521K in Q2 2021.
  • 1,057 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2022.

Based on Triton Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.