1832 Asset Management
ROBO icon

1832 Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

1832 Asset Management’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,160
Closed -$63.9K – 868
2024
Q2 		$63.9K Hold
1,160
– – ﹤0.01% 690
2024
Q1 		$68K Hold
1,160
– – ﹤0.01% 681
2023
Q4 		$66.5K Hold
1,160
– – ﹤0.01% 675
2023
Q3 		$58.4K Hold
1,160
– – ﹤0.01% 686
2023
Q2 		$67.9K Buy
+1,160
New +$63.8K ﹤0.01% 689
2021
Q4 		– Sell
-260
Closed -$17K – 848
2021
Q3 		$17K Buy
+260
New +$17.3K ﹤0.01% 795

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management's ROBO Position: Q3 2024 in Review

1832 Asset Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2024, closing a stake of 1,160 shares — an estimated $63.9K sold.

1832 Asset Management first reported a position in ROBO in Q3 2021 and held it in 6 quarters. The position peaked at $68K in Q1 2024. 217 funds tracked by Wall St. Rank hold ROBO as of Q3 2024.

  • 1832 Asset Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2024 after selling out during the quarter.
  • 1832 Asset Management sold 1,160 ROBO Global Robotics & Automation Index ETF shares in Q3 2024, an estimated $63.9K.
  • 1832 Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2021 and held it in 6 quarters.
  • 1832 Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $68K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.