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EdgeRock Capital’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-47,704
Closed -$2.79M – 76
2023
Q2 		$2.79M Buy
47,704
+4
+0% +$220 1.35% 14
2023
Q1 		$2.61M Buy
47,700
+11,142
+30% +$581K 1.34% 15
2022
Q4 		$1.69M Buy
+36,558
New +$1.67M 0.95% 15

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

EdgeRock Capital's ROBO Position: Q3 2023 in Review

EdgeRock Capital sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2023, closing a stake of 47,704 shares — an estimated $2.79M sold.

EdgeRock Capital first reported a position in ROBO in Q4 2022 and held it in 3 quarters. The position peaked at $2.79M in Q2 2023. 212 funds tracked by Wall St. Rank hold ROBO as of Q3 2023.

  • EdgeRock Capital reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2023 after selling out during the quarter.
  • EdgeRock Capital sold 47,704 ROBO Global Robotics & Automation Index ETF shares in Q3 2023, an estimated $2.79M.
  • EdgeRock Capital first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and held it in 3 quarters.
  • EdgeRock Capital's ROBO Global Robotics & Automation Index ETF position peaked at $2.79M in Q2 2023.
  • 212 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2023.

Based on EdgeRock Capital's 13F filing for Q3 2023, filed 14 Nov 2023.