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Rockwell Automation shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $73k 250 291.70
2023-12-31 $78k 250 310.88
2023-09-30 $72k 250 286.24
2023-06-30 $83k 250 329.87
2023-03-31 $74k 250 293.83
2022-12-31 $68k 250 270.34

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
Geode Capital Management
UBS Group
Bank of America Corporation
Amundi
Massachusetts Financial Services
Goldman Sachs Group
Lazard Asset Management
Jpmorgan Chase & Co
Alecta Pensionsforsakring, Omsesidigt
Legal & General Group
Investec Asset Management
Sumitomo Mitsui Trust Holdings
Harding Loevner

View all funds holding Rockwell Automation