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Gerber Kawasaki Wealth & Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-951
Closed -$61K – 913
2021
Q3 		$61K Buy
+951
New +$63.2K 0.01% 293

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ROBO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2021, closing a stake of 951 shares — an estimated $61K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ROBO in Q3 2021 and held it in 1 quarter. The position peaked at $61K in Q3 2021. 253 funds tracked by Wall St. Rank hold ROBO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 951 ROBO Global Robotics & Automation Index ETF shares in Q4 2021, an estimated $61K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $61K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.