Americana Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Americana Partners’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
2023 Q3	–	Sell	-8,000	Closed	-$468K	–	318
2023 Q2	$468K	Hold	8,000	–	–	0.06%	200
2023 Q1	$438K	Hold	8,000	–	–	0.07%	191
2022 Q4	$371K	Hold	8,000	–	–	0.06%	179
2022 Q3	$330K	Sell	8,000 -5,150	-39%	-$244K	0.06%	183
2022 Q2	$591K	Buy	+13,150	New	+$657K	0.11%	141
2022 Q1	–	Sell	-13,100	Closed	-$918K	–	269
2021 Q4	$918K	Buy	13,100 +4,900	+60%	+$335K	0.17%	118
2021 Q3	$528K	Buy	+8,200	New	+$545K	0.13%	139

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Americana Partners's ROBO Position: Q3 2023 in Review

Americana Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2023, closing a stake of 8,000 shares — an estimated $468K sold.

Americana Partners first reported a position in ROBO in Q3 2021 and held it in 7 quarters. The position peaked at $918K in Q4 2021. 212 funds tracked by Wall St. Rank hold ROBO as of Q3 2023.

Americana Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2023 after selling out during the quarter.
Americana Partners sold 8,000 ROBO Global Robotics & Automation Index ETF shares in Q3 2023, an estimated $468K.
Americana Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2021 and held it in 7 quarters.
Americana Partners's ROBO Global Robotics & Automation Index ETF position peaked at $918K in Q4 2021.
212 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2023.

Based on Americana Partners's 13F filing for Q3 2023, filed 7 Nov 2023.