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

CarsonAllaria 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
2024
Q3 		– Sell
-200
Closed -$11K – 423
2024
Q2 		$11K Buy
+200
New +$11.2K 0.01% 243

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RJA
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CarsonAllaria Wealth Management's ROBO Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2024, closing a stake of 200 shares — an estimated $11K sold.

CarsonAllaria Wealth Management first reported a position in ROBO in Q2 2024 and held it in 1 quarter. The position peaked at $11K in Q2 2024. 217 funds tracked by Wall St. Rank hold ROBO as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 200 ROBO Global Robotics & Automation Index ETF shares in Q3 2024, an estimated $11K.
  • CarsonAllaria Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $11K in Q2 2024.
  • 217 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.