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Carmichael Hill & Associates’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Carmichael Hill & Associates’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
Q2 		– Sell
-100
Closed -$5.86K – 788
2024
Q1 		$5.86K Hold
100
– – ﹤0.01% 623
2023
Q4 		$5.73K Hold
100
– – ﹤0.01% 638
2023
Q3 		$5.04K Hold
100
– – ﹤0.01% 638
2023
Q2 		$5.86K Buy
+100
New +$5.5K ﹤0.01% 627

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carmichael Hill & Associates's ROBO Position: Q2 2024 in Review

Carmichael Hill & Associates sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2024, closing a stake of 100 shares — an estimated $5.86K sold.

Carmichael Hill & Associates first reported a position in ROBO in Q2 2023 and held it in 4 quarters. The position peaked at $5.86K in Q1 2024. 220 funds tracked by Wall St. Rank hold ROBO as of Q2 2024.

  • Carmichael Hill & Associates reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 100 ROBO Global Robotics & Automation Index ETF shares in Q2 2024, an estimated $5.86K.
  • Carmichael Hill & Associates first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and held it in 4 quarters.
  • Carmichael Hill & Associates's ROBO Global Robotics & Automation Index ETF position peaked at $5.86K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2024.

Based on Carmichael Hill & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.