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Dumont & Blake Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Dumont & Blake Investment Advisors’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
Q1 		– Sell
-13,354
Closed -$936K – 224
2021
Q4 		$936K Buy
13,354
+190
+1% +$13K 0.24% 107
2021
Q3 		$848K Buy
13,164
+121
+0.9% +$8.04K 0.24% 107
2021
Q2 		$851K Sell
13,043
-92
-0.7% -$5.89K 0.24% 108
2021
Q1 		$834K Buy
13,135
+176
+1% +$11.6K 0.26% 108
2020
Q4 		$789K Buy
12,959
+145
+1% +$7.85K 0.27% 103
2020
Q3 		$617K Buy
12,814
+645
+5% +$30.2K 0.23% 108
2020
Q2 		$529K Buy
12,169
+210
+2% +$8.35K 0.22% 112
2020
Q1 		$402K Sell
11,959
-550
-4% -$21.6K 0.21% 113
2019
Q4 		$525K Buy
12,509
+225
+2% +$9.07K 0.21% 121
2019
Q3 		$471K Buy
12,284
+850
+7% +$32.1K 0.2% 123
2019
Q2 		$457K Sell
11,434
-70
-0.6% -$2.75K 0.19% 124
2019
Q1 		$446K Sell
11,504
-125
-1% -$4.62K 0.19% 123
2018
Q4 		$379K Sell
11,629
-1,146
-9% -$41.5K 0.18% 128
2018
Q3 		$535K Buy
12,775
+1,125
+10% +$46.3K 0.21% 130
2018
Q2 		$466K Buy
11,650
+215
+2% +$8.9K 0.2% 131
2018
Q1 		$478K Buy
11,435
+35
+0.3% +$1.52K 0.2% 125
2017
Q4 		$471K Sell
11,400
-15
-0.1% -$608 0.19% 132
2017
Q3 		$442K Buy
+11,415
New +$416K 0.19% 129

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dumont & Blake Investment Advisors's ROBO Position: Q1 2022 in Review

Dumont & Blake Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 13,354 shares — an estimated $936K sold.

Dumont & Blake Investment Advisors first reported a position in ROBO in Q3 2017 and held it in 18 quarters. The position peaked at $936K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

  • Dumont & Blake Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 13,354 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $936K.
  • Dumont & Blake Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 18 quarters.
  • Dumont & Blake Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $936K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.