Vista Finance’s Rockwell Automation ROK Stock Holding History

Vista Finance’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 Q2	–	Sell	-1,033	Closed	-$289K	–	56
2022 Q1	$289K	Sell	1,033 -116	-10%	-$33.3K	0.43%	44
2021 Q4	$401K	Buy	+1,149	New	+$380K	0.41%	69

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Vista Finance's ROK Position: Q2 2022 in Review

Vista Finance sold out of Rockwell Automation (ROK) in Q2 2022, closing a stake of 1,033 shares — an estimated $289K sold.

Vista Finance first reported a position in ROK in Q4 2021 and held it in 2 quarters. The position peaked at $401K in Q4 2021. 973 funds tracked by Wall St. Rank hold ROK as of Q2 2022.

Vista Finance reported no remaining Rockwell Automation position as of Q2 2022 after selling out during the quarter.
Vista Finance sold 1,033 Rockwell Automation shares in Q2 2022, an estimated $289K.
Vista Finance first reported a position in Rockwell Automation in Q4 2021 and held it in 2 quarters.
Vista Finance's Rockwell Automation position peaked at $401K in Q4 2021.
973 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2022.

Based on Vista Finance's 13F filing for Q2 2022, filed 5 Aug 2022.