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Credit Suisse’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Credit Suisse’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
Q4 		– Sell
-92
Closed -$16.4M – 3133
2023
Q3 		$16.4M Buy
+92
New +$5.05K 0.02% 701
2023
Q1 		– Sell
-1,329
Closed -$61.6K – 3639
2022
Q4 		$61.6K Sell
1,329
-9,767
-88% -$446K ﹤0.01% 3390
2022
Q3 		$459K Buy
11,096
+343
+3% +$16.2K ﹤0.01% 2838
2022
Q2 		$484K Buy
10,753
+7,153
+199% +$357K ﹤0.01% 2867
2022
Q1 		$210K Hold
3,600
– – ﹤0.01% 3359
2021
Q4 		$252K Sell
3,600
-3,075
-46% -$210K ﹤0.01% 4191
2021
Q3 		$430K Sell
6,675
-57,243
-90% -$3.8M ﹤0.01% 3905
2021
Q2 		$4.17M Buy
63,918
+36,651
+134% +$2.35M ﹤0.01% 2235
2021
Q1 		$1.73M Buy
+27,267
New +$1.79M ﹤0.01% 2927
2020
Q1 		– Sell
-39,804
Closed -$1.67M – 4203
2019
Q4 		$1.67M Buy
+39,804
New +$1.6M ﹤0.01% 2758

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Credit Suisse's ROBO Position: Q4 2023 in Review

Credit Suisse sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2023, closing a stake of 92 shares — an estimated $16.4M sold.

Credit Suisse first reported a position in ROBO in Q4 2019 and held it in 10 quarters. The position peaked at $16.4M in Q3 2023. 234 funds tracked by Wall St. Rank hold ROBO as of Q4 2023.

  • Credit Suisse reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2023 after selling out during the quarter.
  • Credit Suisse sold 92 ROBO Global Robotics & Automation Index ETF shares in Q4 2023, an estimated $16.4M.
  • Credit Suisse first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 10 quarters.
  • Credit Suisse's ROBO Global Robotics & Automation Index ETF position peaked at $16.4M in Q3 2023.
  • 234 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2023.

Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.