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Granite Bay Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Granite Bay Wealth 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
2024
Q2 		– Sell
-10,645
Closed -$624K – 80
2024
Q1 		$624K Buy
+10,645
New +$602K 0.35% 42

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Granite Bay Wealth Management's ROBO Position: Q2 2024 in Review

Granite Bay Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2024, closing a stake of 10,645 shares — an estimated $624K sold.

Granite Bay Wealth Management first reported a position in ROBO in Q1 2024 and held it in 1 quarter. The position peaked at $624K in Q1 2024. 221 funds tracked by Wall St. Rank hold ROBO as of Q2 2024.

  • Granite Bay Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 10,645 ROBO Global Robotics & Automation Index ETF shares in Q2 2024, an estimated $624K.
  • Granite Bay Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and held it in 1 quarter.
  • Granite Bay Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $624K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2024.

Based on Granite Bay Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.