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Brown Shipley & Co’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Brown Shipley & Co’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
-745
Closed -$40.7K – 140
2023
Q1 		$40.7K Buy
+745
New +$38.9K 0.03% 82

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

Brown Shipley & Co's ROBO Position: Q2 2023 in Review

Brown Shipley & Co sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2023, closing a stake of 745 shares — an estimated $40.7K sold.

Brown Shipley & Co first reported a position in ROBO in Q1 2023 and held it in 1 quarter. The position peaked at $40.7K in Q1 2023. 222 funds tracked by Wall St. Rank hold ROBO as of Q2 2023.

  • Brown Shipley & Co reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2023 after selling out during the quarter.
  • Brown Shipley & Co sold 745 ROBO Global Robotics & Automation Index ETF shares in Q2 2023, an estimated $40.7K.
  • Brown Shipley & Co first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2023 and held it in 1 quarter.
  • Brown Shipley & Co's ROBO Global Robotics & Automation Index ETF position peaked at $40.7K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2023.

Based on Brown Shipley & Co's 13F filing for Q2 2023, filed 14 Aug 2023.