AWA
ROBO icon

Arkadios Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Arkadios Wealth 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
2021
Q3 		– Sell
-200
Closed -$13K – 2032
2021
Q2 		$13K Hold
200
– – ﹤0.01% 1460
2021
Q1 		$12K Hold
200
– – ﹤0.01% 1135
2020
Q4 		$12K Buy
+200
New +$10.8K ﹤0.01% 912

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

Arkadios Wealth Advisors's ROBO Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2021, closing a stake of 200 shares — an estimated $13K sold.

Arkadios Wealth Advisors first reported a position in ROBO in Q4 2020 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 200 ROBO Global Robotics & Automation Index ETF shares in Q3 2021, an estimated $13K.
  • Arkadios Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $13K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.