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Rockwell Automation shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $73k 366 199.45
2022-03-31 $102k 366 278.69
2021-12-31 $128k 366 349.73
2021-09-30 $108k 366 295.08
2021-06-30 $105k 366 286.89
2020-03-31 $55k 366 150.27
2019-12-31 $84k 415 202.41
2019-06-30 $88k 540 162.96
2019-03-31 $88k 540 162.96
2018-12-31 $81k 540 150.00