GI
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Gradient Investments’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-10
Closed -$551 – 1055
2024
Q2 		$551 Buy
+10
New +$558 ﹤0.01% 1170
2024
Q1 		– Sell
-22
Closed -$1.26K – 1713
2023
Q4 		$1.26K Hold
22
– – ﹤0.01% 1352
2023
Q3 		$1.11K Hold
22
– – ﹤0.01% 1341
2023
Q2 		$1.29K Hold
22
– – ﹤0.01% 1285
2023
Q1 		$1.2K Hold
22
– – ﹤0.01% 1178
2022
Q4 		$1.02K Hold
22
– – ﹤0.01% 1193
2022
Q3 		$1K Hold
22
– – ﹤0.01% 1283
2022
Q2 		$1K Hold
22
– – ﹤0.01% 1162
2022
Q1 		$1K Hold
22
– – ﹤0.01% 1122
2021
Q4 		$2K Hold
22
– – ﹤0.01% 1090
2021
Q3 		$1K Hold
22
– – ﹤0.01% 1099
2021
Q2 		$1K Hold
22
– – ﹤0.01% 1101
2021
Q1 		$1K Hold
22
– – ﹤0.01% 1103
2020
Q4 		$1K Hold
22
– – ﹤0.01% 1077
2020
Q3 		$1K Hold
22
– – ﹤0.01% 1082
2020
Q2 		$1K Hold
22
– – ﹤0.01% 997
2020
Q1 		$1K Hold
22
– – ﹤0.01% 1030
2019
Q4 		$1K Hold
22
– – ﹤0.01% 1047
2019
Q3 		$1K Hold
22
– – ﹤0.01% 1039
2019
Q2 		$1K Hold
22
– – ﹤0.01% 972
2019
Q1 		$1K Hold
22
– – ﹤0.01% 817
2018
Q4 		$1K Hold
22
– – ﹤0.01% 892
2018
Q3 		$1K Hold
22
– – ﹤0.01% 932
2018
Q2 		$1K Buy
+22
New +$911 ﹤0.01% 924

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's ROBO Position: Q3 2024 in Review

Gradient Investments sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2024, closing a stake of 10 shares — an estimated $551 sold.

Gradient Investments first reported a position in ROBO in Q2 2018 and held it in 24 quarters. The position peaked at $2K in Q4 2021. 217 funds tracked by Wall St. Rank hold ROBO as of Q3 2024.

  • Gradient Investments reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 10 ROBO Global Robotics & Automation Index ETF shares in Q3 2024, an estimated $551.
  • Gradient Investments first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and held it in 24 quarters.
  • Gradient Investments's ROBO Global Robotics & Automation Index ETF position peaked at $2K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.