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Allen Mooney & Barnes Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2022
Q2 		– Sell
-7,780
Closed -$453K – 150
2022
Q1 		$453K Buy
+7,780
New +$474K 0.1% 104

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's ROBO Position: Q2 2022 in Review

Allen Mooney & Barnes Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2022, closing a stake of 7,780 shares — an estimated $453K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in ROBO in Q1 2022 and held it in 1 quarter. The position peaked at $453K in Q1 2022. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

  • Allen Mooney & Barnes Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2022 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 7,780 ROBO Global Robotics & Automation Index ETF shares in Q2 2022, an estimated $453K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2022 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $453K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2022, filed 23 May 2024.