Rockwell Automation shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.7M | 22k | 310.47 |
| 2023-09-30 | $4.3M | 15k | 285.88 |
| 2023-06-30 | $895k | 2.7k | 329.47 |
| 2023-03-31 | $842k | 2.9k | 293.47 |
| 2022-12-31 | $755k | 2.9k | 257.57 |
| 2022-09-30 | $218k | 1.0k | 218.00 |
| 2022-03-31 | $328k | 1.2k | 280.34 |
| 2021-12-31 | $291k | 834 | 348.92 |
| 2021-09-30 | $206k | 700 | 294.29 |
| 2021-06-30 | $227k | 793 | 286.25 |