Fortis Group Advisors »

Rockwell Automation shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rockwell Automation by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $325k 1.1k 291.29
2023-12-31 $223k 759 293.27
2023-09-30 $223k 759 293.27
2023-06-30 $249k 756 329.41
2023-03-31 $215k 759 283.24

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
Geode Capital Management
UBS Group
Bank of America Corporation
Amundi
Goldman Sachs Group
Northern Trust
Lazard Asset Management
Jpmorgan Chase & Co
Alecta Pensionsforsakring, Omsesidigt
Investec Asset Management
Sumitomo Mitsui Trust Holdings
Legal & General Group
Champlain Investment Partners

View all funds holding Rockwell Automation