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Capital Performance Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-139
Closed -$7.93K – 2147
2024
Q3 		$7.93K Buy
+139
New +$7.6K ﹤0.01% 932

Other funds holding ROBO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Performance Advisors's ROBO Position: Q4 2024 in Review

Capital Performance Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2024, closing a stake of 139 shares — an estimated $7.93K sold.

Capital Performance Advisors first reported a position in ROBO in Q3 2024 and held it in 1 quarter. The position peaked at $7.93K in Q3 2024. 218 funds tracked by Wall St. Rank hold ROBO as of Q4 2024.

  • Capital Performance Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 139 ROBO Global Robotics & Automation Index ETF shares in Q4 2024, an estimated $7.93K.
  • Capital Performance Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $7.93K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.