CAPTRUST Financial Advisors
RBOT

CAPTRUST Financial Advisors’s Vicarious Surgical RBOT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-350
Closed -$3.85K – 2547
2023
Q4 		$3.85K Buy
+350
New +$3.9K ﹤0.01% 2643
2022
Q3 		– Sell
-55
Closed -$5K – 3590
2022
Q2 		$5K Hold
55
– – ﹤0.01% 4113
2022
Q1 		$8K Hold
55
– – ﹤0.01% 3919
2021
Q4 		$18K Hold
55
– – ﹤0.01% 3368
2021
Q3 		$25K Buy
55
+47
+588% +$14.9K ﹤0.01% 3018
2021
Q2 		$2K Buy
+8
New +$2.38K ﹤0.01% 4198

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAPTRUST Financial Advisors's RBOT Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Vicarious Surgical (RBOT) in Q1 2024, closing a stake of 350 shares — an estimated $3.85K sold.

CAPTRUST Financial Advisors first reported a position in RBOT in Q2 2021 and held it in 6 quarters. The position peaked at $25K in Q3 2021. 72 funds tracked by Wall St. Rank hold RBOT as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Vicarious Surgical position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 350 Vicarious Surgical shares in Q1 2024, an estimated $3.85K.
  • CAPTRUST Financial Advisors first reported a position in Vicarious Surgical in Q2 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Vicarious Surgical position peaked at $25K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held Vicarious Surgical as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.