Cypress Capital Management (Delaware)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cypress Capital Management (Delaware)’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 Q3	–	Sell	-5,700	Closed	-$256K	–	206
2022 Q2	$256K	Hold	5,700	–	–	0.04%	179
2022 Q1	$332K	Hold	5,700	–	–	0.04%	171
2021 Q4	$400K	Hold	5,700	–	–	0.05%	166
2021 Q3	$372K	Hold	5,700	–	–	0.05%	144
2021 Q2	$372K	Hold	5,700	–	–	0.05%	144
2021 Q1	$362K	Hold	5,700	–	–	0.05%	144
2020 Q4	$347K	Hold	5,700	–	–	0.05%	146
2020 Q3	$274K	Hold	5,700	–	–	0.04%	156
2020 Q2	$248K	Buy	+5,700	New	+$227K	0.04%	154
2020 Q1	–	Sell	-5,700	Closed	-$239K	–	168
2019 Q4	$239K	Hold	5,700	–	–	0.04%	154
2019 Q3	$219K	Buy	+5,700	New	+$215K	0.04%	156
2018 Q4	–	Sell	-6,500	Closed	-$272K	–	153
2018 Q3	$272K	Hold	6,500	–	–	0.05%	135
2018 Q2	$260K	Hold	6,500	–	–	0.05%	137
2018 Q1	$272K	Buy	+6,500	New	+$282K	0.05%	126

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cypress Capital Management (Delaware)'s ROBO Position: Q3 2022 in Review

Cypress Capital Management (Delaware) sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 5,700 shares — an estimated $256K sold.

Cypress Capital Management (Delaware) first reported a position in ROBO in Q1 2018 and held it in 14 quarters. The position peaked at $400K in Q4 2021. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

Cypress Capital Management (Delaware) reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 5,700 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $256K.
Cypress Capital Management (Delaware) first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 14 quarters.
Cypress Capital Management (Delaware)'s ROBO Global Robotics & Automation Index ETF position peaked at $400K in Q4 2021.
186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q3 2022, filed 4 Nov 2022.