Walled Lake Planning & Wealth Management, LLC Rockwell Automation, Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$241.05 - $273.55 $18,560 - $21,063	-77 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$209.08 - $237.3 $209 - $237	1 Added 1.32%	77 $17,000
Q1 2020 May 15, 2020	BUY	$120.68 - $209.37 $9,171 - $15,912	76 New	76 $11,000

Others Institutions Holding ROK

# of Institutions

1,256

Shares Held

93.2M

Call Options Held

338K

Put Options Held

436K

Vanguard Group Inc Valley Forge, PA

14M
Shares

$3.76 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

9.06M
Shares

$2.44 Billion
0.06% of portfolio
Price T Rowe Associates Inc Baltimore, MD

5.99M
Shares

$1.61 Billion
0.2% of portfolio
State Street Corp Boston, MA

4.64M
Shares

$1.25 Billion
0.06% of portfolio
Geode Capital Management, LLC Boston, MA

2.67M
Shares

$717 Million
0.07% of portfolio

View Full List

About ROCKWELL AUTOMATION, INC

Ticker ROK
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 115,435,000
Market Cap $31B
Description
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment of...

More about ROK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account