Wipfli Financial Advisors’s Rockwell Automation ROK Stock Holding History

Wipfli Financial 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
2022 Q3	$252K	Buy	+1,173	New	+$274K	0.02%	379

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 $23.8B AUM 34.25% 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

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

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

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

Wipfli Financial Advisors's ROK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Rockwell Automation (ROK) in Q3 2022: 1,173 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #379 among its holdings.

991 funds tracked by Wall St. Rank hold ROK as of Q3 2022.

Wipfli Financial Advisors held 1,173 shares of Rockwell Automation worth $252K as of Q3 2022.
Rockwell Automation was a new Wipfli Financial Advisors position in Q3 2022.
Rockwell Automation made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #379 holding.
991 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.