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Ground Swell Capital’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Ground Swell Capital’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
-3,795
Closed -$241K – 140
2021
Q1 		$241K Buy
+3,795
New +$250K 0.78% 43
2014
Q3 		$4K Buy
+164
New +$4.45K 0.01% 1590

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
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

Ground Swell Capital's ROBO Position: Q2 2021 in Review

Ground Swell Capital sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 3,795 shares — an estimated $241K sold.

Ground Swell Capital first reported a position in ROBO in Q3 2014 and held it in 2 quarters. The position peaked at $241K in Q1 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

  • Ground Swell Capital reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
  • Ground Swell Capital sold 3,795 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $241K.
  • Ground Swell Capital first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2014 and held it in 2 quarters.
  • Ground Swell Capital's ROBO Global Robotics & Automation Index ETF position peaked at $241K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Ground Swell Capital's 13F filing for Q2 2021, filed 12 Aug 2021.