AMG National Trust Bank’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

AMG National Trust Bank’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 Q4	–	Sell	-3,651	Closed	-$208K	–	463
2024 Q3	$208K	Hold	3,651	–	–	0.01%	427
2024 Q2	$201K	Hold	3,651	–	–	0.01%	436
2024 Q1	$214K	Hold	3,651	–	–	0.01%	412
2023 Q4	$209K	Buy	+3,651	New	+$186K	0.01%	408
2023 Q3	–	Sell	-3,711	Closed	-$217K	–	445
2023 Q2	$217K	Hold	3,711	–	–	0.01%	413
2023 Q1	$203K	Buy	+3,711	New	+$194K	0.01%	435
2022 Q2	–	Sell	-3,711	Closed	-$216K	–	461
2022 Q1	$216K	Hold	3,711	–	–	0.01%	431
2021 Q4	$260K	Sell	3,711 -75	-2%	-$5.12K	0.01%	420
2021 Q3	$244K	Hold	3,786	–	–	0.01%	426
2021 Q2	$247K	Sell	3,786 -75	-2%	-$4.8K	0.01%	420
2021 Q1	$245K	Sell	3,861 -45	-1%	-$2.96K	0.01%	406
2020 Q4	$238K	Buy	+3,906	New	+$211K	0.01%	414

Other funds holding ROBO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFO

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

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

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

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

AMG National Trust Bank's ROBO Position: Q4 2024 in Review

AMG National Trust Bank sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2024, closing a stake of 3,651 shares — an estimated $208K sold.

AMG National Trust Bank first reported a position in ROBO in Q4 2020 and held it in 12 quarters. The position peaked at $260K in Q4 2021. 218 funds tracked by Wall St. Rank hold ROBO as of Q4 2024.

AMG National Trust Bank reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2024 after selling out during the quarter.
AMG National Trust Bank sold 3,651 ROBO Global Robotics & Automation Index ETF shares in Q4 2024, an estimated $208K.
AMG National Trust Bank first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 12 quarters.
AMG National Trust Bank's ROBO Global Robotics & Automation Index ETF position peaked at $260K in Q4 2021.
218 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2024.

Based on AMG National Trust Bank's 13F filing for Q4 2024, filed 7 Feb 2025.