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BNC Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

BNC Wealth 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
2020
Q4 		– Sell
-942
Closed -$45K – 388
2020
Q3 		$45K Buy
+942
New +$44.1K 0.03% 173

Other funds holding ROBO

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BNC Wealth Management's ROBO Position: Q4 2020 in Review

BNC Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2020, closing a stake of 942 shares — an estimated $45K sold.

BNC Wealth Management first reported a position in ROBO in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 204 funds tracked by Wall St. Rank hold ROBO as of Q4 2020.

  • BNC Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 942 ROBO Global Robotics & Automation Index ETF shares in Q4 2020, an estimated $45K.
  • BNC Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $45K in Q3 2020.
  • 204 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.