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ROBO icon

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

Horizon 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
Q2 		– Sell
-5
Closed -$293 – 858
2024
Q1 		$293 Sell
5
-9
-64% -$509 ﹤0.01% 801
2023
Q4 		$802 Hold
14
– – ﹤0.01% 682
2023
Q3 		$705 Buy
+14
New +$769 ﹤0.01% 696

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Horizon Investments's ROBO Position: Q2 2024 in Review

Horizon Investments sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2024, closing a stake of 5 shares — an estimated $293 sold.

Horizon Investments first reported a position in ROBO in Q3 2023 and held it in 3 quarters. The position peaked at $802 in Q4 2023. 220 funds tracked by Wall St. Rank hold ROBO as of Q2 2024.

  • Horizon Investments reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2024 after selling out during the quarter.
  • Horizon Investments sold 5 ROBO Global Robotics & Automation Index ETF shares in Q2 2024, an estimated $293.
  • Horizon Investments first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and held it in 3 quarters.
  • Horizon Investments's ROBO Global Robotics & Automation Index ETF position peaked at $802 in Q4 2023.
  • 220 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2024.

Based on Horizon Investments's 13F filing for Q2 2024, filed 9 Aug 2024.