CWM
ROBO icon

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

Castle 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
2022
Q4 		– Sell
-95
Closed -$4K – 510
2022
Q3 		$4K Hold
95
– – ﹤0.01% 514
2022
Q2 		$4K Buy
+95
New +$4.75K ﹤0.01% 513

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Castle Wealth Management's ROBO Position: Q4 2022 in Review

Castle Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2022, closing a stake of 95 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in ROBO in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 198 funds tracked by Wall St. Rank hold ROBO as of Q4 2022.

  • Castle Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 95 ROBO Global Robotics & Automation Index ETF shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $4K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.