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First Personal Financial Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

First Personal Financial Services’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
-277
Closed -$11K – 425
2022
Q3 		$11K Buy
+277
New +$13.1K ﹤0.01% 332

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Royal Bank of Canada
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BFO
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FA
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Corient Private Wealth
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GG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's ROBO Position: Q4 2022 in Review

First Personal Financial Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2022, closing a stake of 277 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in ROBO in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 198 funds tracked by Wall St. Rank hold ROBO as of Q4 2022.

  • First Personal Financial Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 277 ROBO Global Robotics & Automation Index ETF shares in Q4 2022, an estimated $11K.
  • First Personal Financial Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2022 and held it in 1 quarter.
  • First Personal Financial Services's ROBO Global Robotics & Automation Index ETF position peaked at $11K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.