Elmwood Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Elmwood Wealth Management’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	-125	Closed	-$9K	–	275
2021 Q4	$9K	Buy	+125	New	+$8.54K	﹤0.01%	296
2021 Q2	$8K	Hold	125	–	–	﹤0.01%	270
2021 Q1	$8K	Buy	+125	New	+$8.22K	﹤0.01%	255
2020 Q3	$5K	Hold	125	–	–	﹤0.01%	209
2020 Q2	$5K	Sell	125 -900	-88%	-$35.8K	﹤0.01%	209
2020 Q1	$42.9K	Buy	+1,025	New	+$40.3K	0.04%	132
2019 Q4	–	Sell	-125	Closed	-$5K	–	210
2019 Q3	$5K	Hold	125	–	–	0.01%	209
2019 Q2	$5K	Sell	125 -300	-71%	-$11.8K	﹤0.01%	232
2019 Q1	$16K	Hold	425	–	–	0.01%	166
2018 Q4	$14K	Sell	425 -600	-59%	-$21.7K	0.01%	174
2018 Q3	$42.9K	Hold	1,025	–	–	0.04%	142
2018 Q2	$41K	Hold	1,025	–	–	0.04%	137
2018 Q1	$42.9K	Buy	+1,025	New	+$44.4K	0.04%	132

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elmwood Wealth Management's ROBO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 125 shares — an estimated $9K sold.

Elmwood Wealth Management first reported a position in ROBO in Q1 2018 and held it in 13 quarters. The position peaked at $42.9K in Q3 2018. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

Elmwood Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 125 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $9K.
Elmwood Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $42.9K in Q3 2018.
223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.