Harvest Group Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-200	Closed	-$12K	–	558
2020 Q4	$12K	Buy	+200	New	+$10.8K	0.01%	216
2020 Q3	–	Sell	-500	Closed	-$21K	–	786
2020 Q2	$21K	Hold	500	–	–	0.02%	156
2020 Q1	$16K	Buy	500 +250	+100%	+$9.84K	0.02%	162
2019 Q4	$10K	Hold	250	–	–	0.01%	247
2019 Q3	$10K	Hold	250	–	–	0.01%	265
2019 Q2	$9K	Buy	+250	New	+$9.81K	0.01%	233

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return

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

Harvest Group Wealth Management's ROBO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2021, closing a stake of 200 shares — an estimated $12K sold.

Harvest Group Wealth Management first reported a position in ROBO in Q2 2019 and held it in 6 quarters. The position peaked at $21K in Q2 2020. 219 funds tracked by Wall St. Rank hold ROBO as of Q1 2021.

Harvest Group Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 200 ROBO Global Robotics & Automation Index ETF shares in Q1 2021, an estimated $12K.
Harvest Group Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2019 and held it in 6 quarters.
Harvest Group Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $21K in Q2 2020.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.