AWA
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Arete Wealth Advisors’s Richtech Robotics RR Stock Holding History

Arete Wealth Advisors’s Portfolio RR Stock Details RR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,850
Closed -$61K – 652
2025
Q4 		$61K Sell
18,850
-6,150
-25% -$27.2K ﹤0.01% 750
2025
Q3 		$107K Hold
25,000
– – 0.01% 746
2025
Q2 		$49K Sell
25,000
-1,000
-4% -$2.1K ﹤0.01% 710
2025
Q1 		$51K Buy
26,000
+500
+2% +$1.23K ﹤0.01% 702
2024
Q4 		$69K Buy
+25,500
New +$23K 0.01% 727

Other funds holding RR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return