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Cascade Financial Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cascade Financial Partners’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
-9,747
Closed -$537K – 243
2024
Q2 		$537K Hold
9,747
– – 0.07% 132
2024
Q1 		$539K Buy
+9,747
New +$551K 0.08% 128

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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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cascade Financial Partners's ROBO Position: Q3 2024 in Review

Cascade Financial Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2024, closing a stake of 9,747 shares — an estimated $537K sold.

Cascade Financial Partners first reported a position in ROBO in Q1 2024 and held it in 2 quarters. The position peaked at $539K in Q1 2024. 217 funds tracked by Wall St. Rank hold ROBO as of Q3 2024.

  • Cascade Financial Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2024 after selling out during the quarter.
  • Cascade Financial Partners sold 9,747 ROBO Global Robotics & Automation Index ETF shares in Q3 2024, an estimated $537K.
  • Cascade Financial Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and held it in 2 quarters.
  • Cascade Financial Partners's ROBO Global Robotics & Automation Index ETF position peaked at $539K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2024.

Based on Cascade Financial Partners's 13F filing for Q3 2024, filed 25 Oct 2024.