Your Advocates Ltd’s Rockwell Automation ROK Stock Holding History

Your Advocates Ltd’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 Q3	–	Sell	-40	Closed	-$13.2K	–	340
2023 Q2	$13.2K	Buy	+40	New	+$11.6K	0.01%	116
2022 Q4	–	Sell	-91	Closed	-$20K	–	225
2022 Q3	$20K	Hold	91	–	–	0.01%	64
2022 Q2	$18K	Buy	91 +1	+1%	+$226	0.01%	75
2022 Q1	$25K	Hold	90	–	–	0.01%	61
2021 Q4	$31K	Hold	90	–	–	0.02%	53
2021 Q3	$26K	Buy	90 +1	+1%	+$307	0.02%	55
2021 Q2	$26K	Hold	89	–	–	0.02%	53
2021 Q1	$24K	Hold	89	–	–	0.02%	55
2020 Q4	$22K	Buy	89 +1	+1%	+$245	0.02%	55
2020 Q3	$19K	Buy	88 +1	+1%	+$223	0.01%	60
2020 Q2	$19K	Sell	87 -1	-1%	-$193	0.01%	65
2020 Q1	$13K	Buy	+88	New	+$16.3K	0.01%	61

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Your Advocates Ltd's ROK Position: Q3 2023 in Review

Your Advocates Ltd sold out of Rockwell Automation (ROK) in Q3 2023, closing a stake of 40 shares — an estimated $13.2K sold.

Your Advocates Ltd first reported a position in ROK in Q1 2020 and held it in 12 quarters. The position peaked at $31K in Q4 2021. 1,135 funds tracked by Wall St. Rank hold ROK as of Q3 2023.

Your Advocates Ltd reported no remaining Rockwell Automation position as of Q3 2023 after selling out during the quarter.
Your Advocates Ltd sold 40 Rockwell Automation shares in Q3 2023, an estimated $13.2K.
Your Advocates Ltd first reported a position in Rockwell Automation in Q1 2020 and held it in 12 quarters.
Your Advocates Ltd's Rockwell Automation position peaked at $31K in Q4 2021.
1,135 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.