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Belpointe Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,439
Closed -$78.7K – 2773
2023
Q1 		$78.7K Sell
1,439
-1,400
-49% -$73K ﹤0.01% 1449
2022
Q4 		$132K Sell
2,839
-558
-16% -$25.5K 0.01% 1095
2022
Q3 		$140K Sell
3,397
-651
-16% -$30.8K 0.01% 990
2022
Q2 		$182K Sell
4,048
-662
-14% -$33.1K 0.01% 862
2022
Q1 		$274K Buy
4,710
+717
+18% +$43.6K 0.02% 772
2021
Q4 		$280K Sell
3,993
-426
-10% -$29.1K 0.02% 743
2021
Q3 		$284K Buy
4,419
+216
+5% +$14.3K 0.02% 708
2021
Q2 		$275K Buy
4,203
+253
+6% +$16.2K 0.02% 708
2021
Q1 		$251K Sell
3,950
-939
-19% -$61.8K 0.02% 663
2020
Q4 		$298K Buy
+4,889
New +$265K 0.03% 559
2018
Q2 		– Sell
-7,991
Closed -$334K – 377
2018
Q1 		$334K Sell
7,991
-682
-8% -$29.5K 0.1% 237
2017
Q4 		$358K Sell
8,673
-2,563
-23% -$104K 0.08% 301
2017
Q3 		$435K Buy
+11,236
New +$409K 0.1% 227

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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belpointe Asset Management's ROBO Position: Q2 2023 in Review

Belpointe Asset Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2023, closing a stake of 1,439 shares — an estimated $78.7K sold.

Belpointe Asset Management first reported a position in ROBO in Q3 2017 and held it in 13 quarters. The position peaked at $435K in Q3 2017. 222 funds tracked by Wall St. Rank hold ROBO as of Q2 2023.

  • Belpointe Asset Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,439 ROBO Global Robotics & Automation Index ETF shares in Q2 2023, an estimated $78.7K.
  • Belpointe Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 13 quarters.
  • Belpointe Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $435K in Q3 2017.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.