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Wealthcare Capital Management’s Rockwell Automation ROK Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-12
Closed -$2K – 560
2019
Q4 		$2K Buy
+12
New +$2.22K ﹤0.01% 545
2015
Q2 		– Sell
-13
Closed -$2K – 767
2015
Q1 		$2K Buy
+13
New +$1.46K ﹤0.01% 822

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Capital Management's ROK Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Rockwell Automation (ROK) in Q1 2020, closing a stake of 12 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in ROK in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 791 funds tracked by Wall St. Rank hold ROK as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Rockwell Automation position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 12 Rockwell Automation shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Rockwell Automation in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Rockwell Automation position peaked at $2K in Q4 2019.
  • 791 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.