Core Wealth Advisors (Florida)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-2,141	Closed	-$125K	–	235
2022 Q1	$125K	Buy	2,141 +615	+40%	+$37.4K	0.07%	48
2021 Q4	$107K	Hold	1,526	–	–	0.06%	59
2021 Q3	$98K	Hold	1,526	–	–	0.07%	64
2021 Q2	$100K	Hold	1,526	–	–	0.07%	55
2021 Q1	$97K	Buy	+1,526	New	+$100K	0.09%	40

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

BFO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ROBO Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2022, closing a stake of 2,141 shares — an estimated $125K sold.

Core Wealth Advisors (Florida) first reported a position in ROBO in Q1 2021 and held it in 5 quarters. The position peaked at $125K in Q1 2022. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

Core Wealth Advisors (Florida) reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 2,141 ROBO Global Robotics & Automation Index ETF shares in Q2 2022, an estimated $125K.
Core Wealth Advisors (Florida) first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2021 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s ROBO Global Robotics & Automation Index ETF position peaked at $125K in Q1 2022.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.