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

Baldwin Wealth 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
2024
Q2 		– Sell
-463
Closed -$27.1K – 817
2024
Q1 		$27.1K Sell
463
-75
-14% -$4.24K ﹤0.01% 449
2023
Q4 		$30.8K Sell
538
-117
-18% -$5.97K ﹤0.01% 441
2023
Q3 		$33K Hold
655
– – ﹤0.01% 447
2023
Q2 		$38.4K Hold
655
– – ﹤0.01% 448
2023
Q1 		$35.9K Hold
655
– – ﹤0.01% 462
2022
Q4 		$30.4K Hold
655
– – ﹤0.01% 487
2022
Q3 		$27K Sell
655
-5
-0.8% -$236 ﹤0.01% 416
2022
Q2 		$30K Hold
660
– – ﹤0.01% 424
2022
Q1 		$38K Sell
660
-210
-24% -$12.8K ﹤0.01% 411
2021
Q4 		$61K Sell
870
-149
-15% -$10.2K 0.01% 324
2021
Q3 		$66K Hold
1,019
– – 0.01% 317
2021
Q2 		$66K Hold
1,019
– – 0.01% 324
2021
Q1 		$65K Buy
1,019
+303
+42% +$19.9K 0.01% 312
2020
Q4 		$44K Hold
716
– – 0.01% 336
2020
Q3 		$34K Hold
716
– – ﹤0.01% 336
2020
Q2 		$31K Hold
716
– – ﹤0.01% 348
2020
Q1 		$24K Sell
716
-300
-30% -$11.8K ﹤0.01% 360
2019
Q4 		$43K Buy
1,016
+1
+0.1% +$40 0.01% 335
2019
Q3 		$39K Hold
1,015
– – 0.01% 337
2019
Q2 		$41K Hold
1,015
– – 0.01% 329
2019
Q1 		$39K Hold
1,015
– – 0.01% 328
2018
Q4 		$33K Sell
1,015
-50
-5% -$1.81K 0.01% 328
2018
Q3 		$45K Buy
1,065
+175
+20% +$7.2K 0.01% 327
2018
Q2 		$36K Hold
890
– – 0.01% 345
2018
Q1 		$37K Buy
890
+450
+102% +$19.5K 0.01% 327
2017
Q4 		$18K Buy
+440
New +$17.8K ﹤0.01% 388

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baldwin Wealth Partners's ROBO Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2024, closing a stake of 463 shares — an estimated $27.1K sold.

Baldwin Wealth Partners first reported a position in ROBO in Q4 2017 and held it in 26 quarters. The position peaked at $66K in Q3 2021. 220 funds tracked by Wall St. Rank hold ROBO as of Q2 2024.

  • Baldwin Wealth Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 463 ROBO Global Robotics & Automation Index ETF shares in Q2 2024, an estimated $27.1K.
  • Baldwin Wealth Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 26 quarters.
  • Baldwin Wealth Partners's ROBO Global Robotics & Automation Index ETF position peaked at $66K in Q3 2021.
  • 220 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.