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Cascadia Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$230K Sell
3,565
-50
-1% -$3.32K 0.05% 231
2021
Q2 		$236K Buy
+3,615
New +$232K 0.05% 223

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cascadia Advisory Services's ROBO Position: Q3 2021 in Review

Cascadia Advisory Services reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.4% in Q3 2021, selling an estimated $3.32K and leaving 3,565 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #231.

Cascadia Advisory Services first reported a position in ROBO in Q2 2021 and has held it in 2 quarters since. The position peaked at $236K in Q2 2021. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2021.

  • Cascadia Advisory Services held 3,565 shares of ROBO Global Robotics & Automation Index ETF worth $230K as of Q3 2021.
  • Cascadia Advisory Services sold 50 ROBO Global Robotics & Automation Index ETF shares in Q3 2021, an estimated $3.32K.
  • ROBO Global Robotics & Automation Index ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #231 holding.
  • Cascadia Advisory Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and has held it in 2 quarters since.
  • Cascadia Advisory Services's ROBO Global Robotics & Automation Index ETF position peaked at $236K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.