Bank Julius Baer & Co’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Bank Julius Baer & Co’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 Q1	–	Sell	-190	Closed	-$10.9K	–	560
2023 Q4	$10.9K	Sell	190 -2	-1%	-$102	﹤0.01%	523
2023 Q3	$10K	Buy	192 +6	+3%	+$329	﹤0.01%	506
2023 Q2	$11K	Sell	186 -4	-2%	-$220	﹤0.01%	539
2023 Q1	$10K	Hold	190	–	–	﹤0.01%	567
2022 Q4	$9K	Buy	190 +3	+2%	+$137	﹤0.01%	557
2022 Q3	$8K	Sell	187 -3	-2%	-$142	﹤0.01%	552
2022 Q2	$9K	Buy	+190	New	+$9.49K	﹤0.01%	583
2022 Q1	–	Sell	-2,056	Closed	-$144K	–	760
2021 Q4	$144K	Hold	2,056	–	–	﹤0.01%	573
2021 Q3	$132K	Buy	2,056 +1	+0%	+$66	﹤0.01%	606
2021 Q2	$134K	Sell	2,055 -63	-3%	-$4.04K	﹤0.01%	612
2021 Q1	$134K	Buy	2,118 +65	+3%	+$4.28K	﹤0.01%	595
2020 Q4	$125K	Buy	+2,053	New	+$111K	﹤0.01%	611
2020 Q2	–	Sell	-980	Closed	-$33K	–	735
2020 Q1	$33K	Buy	+980	New	+$38.6K	﹤0.01%	564

Other funds holding ROBO

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank Julius Baer & Co's ROBO Position: Q1 2024 in Review

Bank Julius Baer & Co sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 190 shares — an estimated $10.9K sold.

Bank Julius Baer & Co first reported a position in ROBO in Q1 2020 and held it in 13 quarters. The position peaked at $144K in Q4 2021. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

Bank Julius Baer & Co reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
Bank Julius Baer & Co sold 190 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $10.9K.
Bank Julius Baer & Co first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2020 and held it in 13 quarters.
Bank Julius Baer & Co's ROBO Global Robotics & Automation Index ETF position peaked at $144K in Q4 2021.
229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Bank Julius Baer & Co's 13F filing for Q1 2024, filed 14 May 2024.