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

Brewin Dolphin 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
2022
Q2 		$106K Hold
2,350
– – 0.01% 151
2022
Q1 		$137K Hold
2,350
– – 0.02% 141
2021
Q4 		$165K Hold
2,350
– – 0.02% 139
2021
Q3 		$151K Hold
2,350
– – 0.02% 141
2021
Q2 		$153K Hold
2,350
– – 0.02% 139
2021
Q1 		$149K Hold
2,350
– – 0.02% 123
2020
Q4 		$143K Hold
2,350
– – 0.02% 119
2020
Q3 		$113K Hold
2,350
– – 0.02% 124
2020
Q2 		$102K Hold
2,350
– – 0.02% 128
2020
Q1 		$78.9K Hold
2,350
– – 0.04% 95
2019
Q4 		$98.7K Hold
2,350
– – 0.05% 95
2019
Q3 		$90.1K Sell
2,350
-65
-3% -$2.45K 0.05% 94
2019
Q2 		$96.5K Hold
2,415
– – 0.05% 94
2019
Q1 		$93.5K Hold
2,415
– – 0.05% 92
2018
Q4 		$78.6K Hold
2,415
– – 0.05% 91
2018
Q3 		$101K Buy
2,415
+1,200
+99% +$49.4K 0.05% 91
2018
Q2 		$48.6K Buy
1,215
+550
+83% +$22.8K 0.03% 106
2018
Q1 		$27.8K Buy
665
+65
+11% +$2.82K 0.02% 125
2017
Q4 		$24.8K Hold
600
– – 0.02% 127
2017
Q3 		$23.2K Buy
+600
New +$21.8K 0.02% 120

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brewin Dolphin Wealth Management's ROBO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2022 at 2,350 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #151.

Brewin Dolphin Wealth Management first reported a position in ROBO in Q3 2017 and has held it in 20 quarters since. The position peaked at $165K in Q4 2021. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

  • Brewin Dolphin Wealth Management held 2,350 shares of ROBO Global Robotics & Automation Index ETF worth $106K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2022.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #151 holding.
  • Brewin Dolphin Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and has held it in 20 quarters since.
  • Brewin Dolphin Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $165K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.