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

Family Capital 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
2024
Q1 		– Sell
-4,206
Closed -$241K – 74
2023
Q4 		$241K Hold
4,206
– – 0.17% 59
2023
Q3 		$212K Hold
4,206
– – 0.14% 72
2023
Q2 		$246K Hold
4,206
– – 0.15% 63
2023
Q1 		$230K Buy
+4,206
New +$219K 0.1% 61

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Family Capital Management's ROBO Position: Q1 2024 in Review

Family Capital Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 4,206 shares — an estimated $241K sold.

Family Capital Management first reported a position in ROBO in Q1 2023 and held it in 4 quarters. The position peaked at $246K in Q2 2023. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Family Capital Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • Family Capital Management sold 4,206 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $241K.
  • Family Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2023 and held it in 4 quarters.
  • Family Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $246K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Family Capital Management's 13F filing for Q1 2024, filed 23 Apr 2024.