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Wescott Financial Advisory Group’s Rockwell Automation ROK Stock Holding History

Wescott Financial Advisory Group’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
Q1 		– Sell
-710
Closed -$220K – 172
2023
Q4 		$220K Hold
710
– – 0.03% 154
2023
Q3 		$203K Buy
+710
New +$220K 0.04% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wescott Financial Advisory Group's ROK Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of Rockwell Automation (ROK) in Q1 2024, closing a stake of 710 shares — an estimated $220K sold.

Wescott Financial Advisory Group first reported a position in ROK in Q3 2023 and held it in 2 quarters. The position peaked at $220K in Q4 2023. 1,199 funds tracked by Wall St. Rank hold ROK as of Q1 2024.

  • Wescott Financial Advisory Group reported no remaining Rockwell Automation position as of Q1 2024 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 710 Rockwell Automation shares in Q1 2024, an estimated $220K.
  • Wescott Financial Advisory Group first reported a position in Rockwell Automation in Q3 2023 and held it in 2 quarters.
  • Wescott Financial Advisory Group's Rockwell Automation position peaked at $220K in Q4 2023.
  • 1,199 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.