Clearview Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-1,580	Closed	-$92.5K	–	510
2023 Q2	$92.5K	Buy	1,580 +1	+0.1%	+$55	0.09%	148
2023 Q1	$86.4K	Hold	1,579	–	–	0.09%	158
2022 Q4	$73.2K	Sell	1,579 -240	-13%	-$11K	0.06%	142
2022 Q3	$75K	Hold	1,819	–	–	0.06%	136
2022 Q2	$82K	Buy	1,819 +455	+33%	+$22.7K	0.06%	138
2022 Q1	$80K	Buy	1,364 +68	+5%	+$4.14K	0.05%	162
2021 Q4	$91K	Buy	1,296 +1	+0.1%	+$68	0.06%	164
2021 Q3	$83K	Sell	1,295 -18	-1%	-$1.2K	0.05%	182
2021 Q2	$86K	Hold	1,313	–	–	0.05%	181
2021 Q1	$83K	Hold	1,313	–	–	0.05%	181
2020 Q4	$80K	Buy	+1,313	New	+$71K	0.05%	155

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Clearview Wealth Advisors's ROBO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2023, closing a stake of 1,580 shares — an estimated $92.5K sold.

Clearview Wealth Advisors first reported a position in ROBO in Q4 2020 and held it in 11 quarters. The position peaked at $92.5K in Q2 2023. 212 funds tracked by Wall St. Rank hold ROBO as of Q3 2023.

Clearview Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,580 ROBO Global Robotics & Automation Index ETF shares in Q3 2023, an estimated $92.5K.
Clearview Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $92.5K in Q2 2023.
212 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.