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

Hartford Financial 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
2023 Q4	–	Sell	-540	Closed	-$27.2K	–	395
2023 Q3	$27.2K	Hold	540	–	–	0.01%	245
2023 Q2	$31.6K	Hold	540	–	–	0.01%	239
2023 Q1	$29.5K	Hold	540	–	–	0.01%	238
2022 Q4	$25K	Hold	540	–	–	0.01%	238
2022 Q3	$22K	Hold	540	–	–	0.01%	243
2022 Q2	$24K	Hold	540	–	–	0.01%	237
2022 Q1	$31K	Sell	540 -200	-27%	-$12.2K	0.01%	236
2021 Q4	$52K	Hold	740	–	–	0.01%	213
2021 Q3	$48K	Hold	740	–	–	0.01%	208
2021 Q2	$48K	Hold	740	–	–	0.01%	210
2021 Q1	$47K	Hold	740	–	–	0.01%	204
2020 Q4	$45K	Hold	740	–	–	0.01%	212
2020 Q3	$36K	Hold	740	–	–	0.01%	210
2020 Q2	$32K	Hold	740	–	–	0.01%	217
2020 Q1	$25K	Buy	740 +200	+37%	+$7.87K	0.01%	222
2019 Q4	$23K	Hold	540	–	–	0.01%	249
2019 Q3	$21K	Sell	540 -231	-30%	-$8.72K	0.01%	253
2019 Q2	$31K	Hold	771	–	–	0.01%	235
2019 Q1	$30K	Buy	771 +1	+0.1%	+$37	0.01%	237
2018 Q4	$25K	Hold	770	–	–	0.01%	251
2018 Q3	$32K	Sell	770 -60	-7%	-$2.47K	0.01%	253
2018 Q2	$33K	Hold	830	–	–	0.01%	252
2018 Q1	$34K	Buy	830 +600	+261%	+$26K	0.02%	194
2017 Q4	$9K	Hold	230	–	–	﹤0.01%	276
2017 Q3	$8K	Hold	230	–	–	﹤0.01%	313
2017 Q2	$7K	Buy	+230	New	+$7.76K	﹤0.01%	305

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hartford Financial Management's ROBO Position: Q4 2023 in Review

Hartford Financial Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2023, closing a stake of 540 shares — an estimated $27.2K sold.

Hartford Financial Management first reported a position in ROBO in Q2 2017 and held it in 26 quarters. The position peaked at $52K in Q4 2021. 234 funds tracked by Wall St. Rank hold ROBO as of Q4 2023.

Hartford Financial Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2023 after selling out during the quarter.
Hartford Financial Management sold 540 ROBO Global Robotics & Automation Index ETF shares in Q4 2023, an estimated $27.2K.
Hartford Financial Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and held it in 26 quarters.
Hartford Financial Management's ROBO Global Robotics & Automation Index ETF position peaked at $52K in Q4 2021.
234 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2023.

Based on Hartford Financial Management's 13F filing for Q4 2023, filed 29 Jan 2024.