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Rockwell Automation shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management Group investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $30k 95 310.48
2023-09-30 $27k 95 285.87

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

Top funds holding Rockwell Automation

Vanguard Group
Bank of America Corporation
Amundi
UBS Group
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
Henderson Group
Ubs Global Asset Management Americas

View all funds holding Rockwell Automation