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Financial Management Professionals’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Financial Management Professionals’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
Q3 		– Sell
-808
Closed -$36K – 1077
2022
Q2 		$36K Buy
+808
New +$40.4K 0.01% 264

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 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

Financial Management Professionals's ROBO Position: Q3 2022 in Review

Financial Management Professionals sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 808 shares — an estimated $36K sold.

Financial Management Professionals first reported a position in ROBO in Q2 2022 and held it in 1 quarter. The position peaked at $36K in Q2 2022. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

  • Financial Management Professionals reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Management Professionals sold 808 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $36K.
  • Financial Management Professionals first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2022 and held it in 1 quarter.
  • Financial Management Professionals's ROBO Global Robotics & Automation Index ETF position peaked at $36K in Q2 2022.
  • 186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.