BHWM
RBOT

Beaird Harris Wealth Management’s Vicarious Surgical RBOT Stock Holding History

Beaird Harris Wealth Management’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8
Closed -$1K – 764
2022
Q3 		$1K Hold
8
– – ﹤0.01% 451
2022
Q2 		$1K Hold
8
– – ﹤0.01% 380
2022
Q1 		$1K Hold
8
– – ﹤0.01% 574
2021
Q4 		$3K Buy
+8
New +$2.82K ﹤0.01% 541

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
HVCM
Hel Ved Capital Management Central, Hong Kong $844M AUM 191.74% 1-Year Est. Return
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

Beaird Harris Wealth Management's RBOT Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of Vicarious Surgical (RBOT) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Beaird Harris Wealth Management first reported a position in RBOT in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 79 funds tracked by Wall St. Rank hold RBOT as of Q4 2022.

  • Beaird Harris Wealth Management reported no remaining Vicarious Surgical position as of Q4 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 8 Vicarious Surgical shares in Q4 2022, an estimated $1K.
  • Beaird Harris Wealth Management first reported a position in Vicarious Surgical in Q4 2021 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Vicarious Surgical position peaked at $3K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Vicarious Surgical as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.