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WealthPlan Investment Management’s Rockwell Automation ROK Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-1,474
Closed -$433K – 538
2022
Q4 		$433K Hold
1,474
– – 0.03% 272
2022
Q3 		$376K Buy
+1,474
New +$344K 0.03% 276
2022
Q1 		$372K Buy
+1,474
New +$423K 0.03% 286

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WealthPlan Investment Management's ROK Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Rockwell Automation (ROK) in Q1 2023, closing a stake of 1,474 shares — an estimated $433K sold.

WealthPlan Investment Management first reported a position in ROK in Q1 2022 and held it in 3 quarters. The position peaked at $433K in Q4 2022. 1,110 funds tracked by Wall St. Rank hold ROK as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Rockwell Automation position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,474 Rockwell Automation shares in Q1 2023, an estimated $433K.
  • WealthPlan Investment Management first reported a position in Rockwell Automation in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Rockwell Automation position peaked at $433K in Q4 2022.
  • 1,110 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.