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Fulcrum Equity Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-5,595
Closed -$355K – 227
2021
Q1 		$355K Buy
+5,595
New +$368K 0.14% 128

Other funds holding ROBO

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fulcrum Equity Management's ROBO Position: Q2 2021 in Review

Fulcrum Equity Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 5,595 shares — an estimated $355K sold.

Fulcrum Equity Management first reported a position in ROBO in Q1 2021 and held it in 1 quarter. The position peaked at $355K in Q1 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

  • Fulcrum Equity Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,595 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $355K.
  • Fulcrum Equity Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's ROBO Global Robotics & Automation Index ETF position peaked at $355K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.