D'Orazio & Associates’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-218	Closed	-$14K	–	574
2021 Q3	$14K	Buy	218 +101	+86%	+$6.71K	﹤0.01%	479
2021 Q2	$8K	Hold	117	–	–	﹤0.01%	326
2021 Q1	$7K	Hold	117	–	–	﹤0.01%	314
2020 Q4	$7K	Hold	117	–	–	﹤0.01%	288
2020 Q3	$6K	Hold	117	–	–	﹤0.01%	261
2020 Q2	$5K	Hold	117	–	–	﹤0.01%	278
2020 Q1	$4K	Buy	117 +7	+6%	+$275	﹤0.01%	269
2019 Q4	$5K	Hold	110	–	–	﹤0.01%	282
2019 Q3	$4K	Hold	110	–	–	﹤0.01%	290
2019 Q2	$4K	Hold	110	–	–	﹤0.01%	285
2019 Q1	$4K	Hold	110	–	–	﹤0.01%	289
2018 Q4	$4K	Hold	110	–	–	﹤0.01%	256
2018 Q3	$5K	Buy	+110	New	+$4.53K	﹤0.01%	240

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

D'Orazio & Associates's ROBO Position: Q4 2021 in Review

D'Orazio & Associates sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2021, closing a stake of 218 shares — an estimated $14K sold.

D'Orazio & Associates first reported a position in ROBO in Q3 2018 and held it in 13 quarters. The position peaked at $14K in Q3 2021. 253 funds tracked by Wall St. Rank hold ROBO as of Q4 2021.

D'Orazio & Associates reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 218 ROBO Global Robotics & Automation Index ETF shares in Q4 2021, an estimated $14K.
D'Orazio & Associates first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2018 and held it in 13 quarters.
D'Orazio & Associates's ROBO Global Robotics & Automation Index ETF position peaked at $14K in Q3 2021.
253 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.