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

Evoke Wealth’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
Q4 		– Sell
-85
Closed -$4K – 977
2022
Q3 		$4K Hold
85
– – ﹤0.01% 937
2022
Q2 		$4K Hold
85
– – ﹤0.01% 948
2022
Q1 		$5K Sell
85
-308
-78% -$18.7K ﹤0.01% 918
2021
Q4 		$28K Buy
+393
New +$26.8K ﹤0.01% 623

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evoke Wealth's ROBO Position: Q4 2022 in Review

Evoke Wealth sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2022, closing a stake of 85 shares — an estimated $4K sold.

Evoke Wealth first reported a position in ROBO in Q4 2021 and held it in 4 quarters. The position peaked at $28K in Q4 2021. 198 funds tracked by Wall St. Rank hold ROBO as of Q4 2022.

  • Evoke Wealth reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 85 ROBO Global Robotics & Automation Index ETF shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 4 quarters.
  • Evoke Wealth's ROBO Global Robotics & Automation Index ETF position peaked at $28K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.