3F
ROBO icon

360 Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

360 Financial’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
2021
Q3 		– Sell
-98,208
Closed -$6.4M – 97
2021
Q2 		$6.4M Buy
98,208
+3,618
+4% +$232K 3.33% 10
2021
Q1 		$6.01M Buy
+94,590
New +$6.22M 3.38% 11

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

360 Financial's ROBO Position: Q3 2021 in Review

360 Financial sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2021, closing a stake of 98,208 shares — an estimated $6.4M sold.

360 Financial first reported a position in ROBO in Q1 2021 and held it in 2 quarters. The position peaked at $6.4M in Q2 2021. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2021.

  • 360 Financial reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2021 after selling out during the quarter.
  • 360 Financial sold 98,208 ROBO Global Robotics & Automation Index ETF shares in Q3 2021, an estimated $6.4M.
  • 360 Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2021 and held it in 2 quarters.
  • 360 Financial's ROBO Global Robotics & Automation Index ETF position peaked at $6.4M in Q2 2021.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2021.

Based on 360 Financial's 13F filing for Q3 2021, filed 13 Oct 2021.