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Tyler-Stone Wealth Management’s Rockwell Automation ROK Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-5
Closed -$1.38K – 799
2024
Q2 		$1.38K Hold
5
– – ﹤0.01% 883
2024
Q1 		$1.46K Hold
5
– – ﹤0.01% 866
2023
Q4 		$1.55K Hold
5
– – ﹤0.01% 831
2023
Q3 		$1K Hold
5
– – ﹤0.01% 880
2023
Q2 		$2K Buy
+5
New +$1.44K ﹤0.01% 819
2022
Q4 		$1K Hold
5
– – ﹤0.01% 829
2022
Q3 		$1K Hold
5
– – ﹤0.01% 827
2022
Q2 		$1K Hold
5
– – ﹤0.01% 830
2022
Q1 		$1K Hold
5
– – ﹤0.01% 806
2021
Q4 		$2K Buy
+5
New +$1.66K ﹤0.01% 813

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tyler-Stone Wealth Management's ROK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Rockwell Automation (ROK) in Q3 2024, closing a stake of 5 shares — an estimated $1.38K sold.

Tyler-Stone Wealth Management first reported a position in ROK in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold ROK as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Rockwell Automation position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 5 Rockwell Automation shares in Q3 2024, an estimated $1.38K.
  • Tyler-Stone Wealth Management first reported a position in Rockwell Automation in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Rockwell Automation position peaked at $2K in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.