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Concord Wealth Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Concord Wealth Partners’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
2024
Q1 		– Sell
-188
Closed -$10.8K – 896
2023
Q4 		$10.8K Buy
+188
New +$9.6K ﹤0.01% 560

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FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concord Wealth Partners's ROBO Position: Q1 2024 in Review

Concord Wealth Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 188 shares — an estimated $10.8K sold.

Concord Wealth Partners first reported a position in ROBO in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Concord Wealth Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 188 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $10.8K.
  • Concord Wealth Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and held it in 1 quarter.
  • Concord Wealth Partners's ROBO Global Robotics & Automation Index ETF position peaked at $10.8K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.