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Cary Street Partners Investment Advisory’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-95
Closed -$4.78K – 1560
2023
Q3 		$4.78K Buy
+95
New +$5.21K ﹤0.01% 1496

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LPL Financial
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FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 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 $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's ROBO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2023, closing a stake of 95 shares — an estimated $4.78K sold.

Cary Street Partners Investment Advisory first reported a position in ROBO in Q3 2023 and held it in 1 quarter. The position peaked at $4.78K in Q3 2023. 235 funds tracked by Wall St. Rank hold ROBO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 95 ROBO Global Robotics & Automation Index ETF shares in Q4 2023, an estimated $4.78K.
  • Cary Street Partners Investment Advisory first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's ROBO Global Robotics & Automation Index ETF position peaked at $4.78K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.