Bedel Financial Consulting’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-223	Closed	-$13K	–	735
2022 Q1	$13K	Hold	223	–	–	﹤0.01%	620
2021 Q4	$16K	Hold	223	–	–	0.01%	615
2021 Q3	$14K	Hold	223	–	–	﹤0.01%	617
2021 Q2	$15K	Hold	223	–	–	0.01%	605
2021 Q1	$14K	Hold	223	–	–	0.01%	581
2020 Q4	$14K	Hold	223	–	–	0.01%	504
2020 Q3	$11K	Hold	223	–	–	0.01%	507
2020 Q2	$10K	Hold	223	–	–	0.01%	493
2020 Q1	$7K	Sell	223 -304	-58%	-$12K	﹤0.01%	532
2019 Q4	$22K	Hold	527	–	–	0.01%	399
2019 Q3	$20K	Hold	527	–	–	0.01%	396
2019 Q2	$21K	Hold	527	–	–	0.01%	391
2019 Q1	$20K	Hold	527	–	–	0.01%	393
2018 Q4	$17K	Hold	527	–	–	0.01%	386
2018 Q3	$20K	Sell	527 -330	-39%	-$13.6K	0.01%	381
2018 Q2	$34K	Buy	857 +634	+284%	+$26.3K	0.03%	305
2018 Q1	$9K	Buy	+223	New	+$9.66K	0.01%	486

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bedel Financial Consulting's ROBO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2022, closing a stake of 223 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in ROBO in Q1 2018 and held it in 17 quarters. The position peaked at $34K in Q2 2018. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

Bedel Financial Consulting reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 223 ROBO Global Robotics & Automation Index ETF shares in Q2 2022, an estimated $13K.
Bedel Financial Consulting first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's ROBO Global Robotics & Automation Index ETF position peaked at $34K in Q2 2018.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.