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Compagnie Lombard Odier SCmA’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Compagnie Lombard Odier SCmA’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
-450
Closed -$27.4K – 671
2021
Q4 		$32K Sell
450
-1,000
-69% -$68.3K ﹤0.01% 544
2021
Q3 		$93K Hold
1,450
– – ﹤0.01% 440
2021
Q2 		$94K Buy
1,450
+600
+71% +$38.4K ﹤0.01% 424
2021
Q1 		$54K Hold
850
– – ﹤0.01% 499
2020
Q4 		$52K Hold
850
– – ﹤0.01% 434
2020
Q3 		$41K Hold
850
– – ﹤0.01% 400
2020
Q2 		$37K Hold
850
– – ﹤0.01% 410
2020
Q1 		$28K Hold
850
– – ﹤0.01% 385
2019
Q4 		$36K Hold
850
– – ﹤0.01% 379
2019
Q3 		$33K Hold
850
– – ﹤0.01% 388
2019
Q2 		$34K Sell
850
-23,260
-96% -$913K ﹤0.01% 390
2019
Q1 		$933K Buy
24,110
+3,760
+18% +$139K 0.04% 155
2018
Q4 		$661K Sell
20,350
-6,300
-24% -$228K 0.03% 178
2018
Q3 		$1.12M Sell
26,650
-1,200
-4% -$49.4K 0.04% 159
2018
Q2 		$1.11M Sell
27,850
-4,225
-13% -$175K 0.04% 156
2018
Q1 		$1.34M Sell
32,075
-34,475
-52% -$1.49M 0.05% 160
2017
Q4 		$2.75M Buy
66,550
+57,400
+627% +$2.33M 0.05% 162
2017
Q3 		$354K Buy
9,150
+1,400
+18% +$51K 0.01% 303
2017
Q2 		$266K Buy
7,750
+5,750
+288% +$194K 0.01% 325
2017
Q1 		$64K Buy
+2,000
New +$62K ﹤0.01% 509
2016
Q4 		– Sell
-900
Closed -$26K – 858
2016
Q3 		$26K Hold
900
– – ﹤0.01% 763
2016
Q2 		$23K Buy
+900
New +$22.5K ﹤0.01% 769
2015
Q2 		– Sell
-3,000
Closed -$80K – 916
2015
Q1 		$80K Buy
+3,000
New +$77.2K ﹤0.01% 697

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

Compagnie Lombard Odier SCmA's ROBO Position: Q1 2022 in Review

Compagnie Lombard Odier SCmA sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 450 shares — an estimated $27.4K sold.

Compagnie Lombard Odier SCmA first reported a position in ROBO in Q1 2015 and held it in 23 quarters. The position peaked at $2.75M in Q4 2017. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

  • Compagnie Lombard Odier SCmA reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 450 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $27.4K.
  • Compagnie Lombard Odier SCmA first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2015 and held it in 23 quarters.
  • Compagnie Lombard Odier SCmA's ROBO Global Robotics & Automation Index ETF position peaked at $2.75M in Q4 2017.
  • 223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2022, filed 27 Apr 2022.