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Rockwell Automation shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $245k 735 333.30
2023-03-31 $1.8M 6.8k 270.63

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Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Goldman Sachs Group
UBS Group
Charles Schwab Investment Management
Northern Trust
Lazard Asset Management
Invesco
Ubs Global Asset Management Americas
Alliancebernstein
Holocene Advisors
Sumitomo Mitsui Trust Holdings
Amundi

View all funds holding Rockwell Automation