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Clear Perspectives Financial Planning’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-700
Closed -$49K – 228
2021
Q4 		$49K Buy
+700
New +$47.8K 0.02% 104

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Perspectives Financial Planning's ROBO Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 700 shares — an estimated $49K sold.

Clear Perspectives Financial Planning first reported a position in ROBO in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

  • Clear Perspectives Financial Planning reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 700 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $49K.
  • Clear Perspectives Financial Planning first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's ROBO Global Robotics & Automation Index ETF position peaked at $49K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.