V Wealth Advisors’s Rockwell Automation ROK Stock Holding History

V 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
2021 Q3	–	Sell	-811	Closed	-$231K	–	563
2021 Q2	$231K	Buy	+811	New	+$219K	0.04%	419

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

V Wealth Advisors's ROK Position: Q3 2021 in Review

V Wealth Advisors sold out of Rockwell Automation (ROK) in Q3 2021, closing a stake of 811 shares — an estimated $231K sold.

V Wealth Advisors first reported a position in ROK in Q2 2021 and held it in 1 quarter. The position peaked at $231K in Q2 2021. 1,032 funds tracked by Wall St. Rank hold ROK as of Q3 2021.

V Wealth Advisors reported no remaining Rockwell Automation position as of Q3 2021 after selling out during the quarter.
V Wealth Advisors sold 811 Rockwell Automation shares in Q3 2021, an estimated $231K.
V Wealth Advisors first reported a position in Rockwell Automation in Q2 2021 and held it in 1 quarter.
V Wealth Advisors's Rockwell Automation position peaked at $231K in Q2 2021.
1,032 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2021.

Based on V Wealth Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.