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Rockwell Automation shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $655k 2.1k 310.48
2023-09-30 $603k 2.1k 285.87
2023-06-30 $695k 2.1k 329.45
2023-03-31 $658k 2.2k 293.45
2022-12-31 $300k 1.2k 257.57
2022-09-30 $2.7M 12k 215.11
2022-06-30 $2.5M 12k 199.30
2022-03-31 $3.6M 13k 280.00
2021-12-31 $4.5M 13k 348.87
2021-09-30 $4.7M 16k 294.02
2021-06-30 $4.7M 16k 286.02
2021-03-31 $4.3M 16k 265.42
2020-12-31 $4.1M 16k 250.83
2020-09-30 $3.6M 16k 220.66
2020-06-30 $3.5M 16k 213.00
2020-03-31 $2.5M 16k 150.89
2019-12-31 $3.3M 16k 202.70