GM
ROBO icon

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

GeoWealth 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
2020
Q3 		– Sell
-16,795
Closed -$731K – 182
2020
Q2 		$731K Buy
16,795
+550
+3% +$21.9K 0.3% 79
2020
Q1 		$546K Buy
16,245
+5,445
+50% +$214K 0.39% 50
2019
Q4 		$454K Buy
+10,800
New +$435K 0.24% 60

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GeoWealth Management's ROBO Position: Q3 2020 in Review

GeoWealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2020, closing a stake of 16,795 shares — an estimated $731K sold.

GeoWealth Management first reported a position in ROBO in Q4 2019 and held it in 3 quarters. The position peaked at $731K in Q2 2020. 169 funds tracked by Wall St. Rank hold ROBO as of Q3 2020.

  • GeoWealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2020 after selling out during the quarter.
  • GeoWealth Management sold 16,795 ROBO Global Robotics & Automation Index ETF shares in Q3 2020, an estimated $731K.
  • GeoWealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 3 quarters.
  • GeoWealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $731K in Q2 2020.
  • 169 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2020.

Based on GeoWealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.