HSBC Holdings
ROBO icon

HSBC Holdings’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

HSBC Holdings’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
2022
Q3 		– Sell
-8,794
Closed -$395K – 3215
2022
Q2 		$395K Hold
8,794
– – ﹤0.01% 2474
2022
Q1 		$513K Hold
8,794
– – ﹤0.01% 2403
2021
Q4 		$617K Hold
8,794
– – ﹤0.01% 2325
2021
Q3 		$566K Hold
8,794
– – ﹤0.01% 2190
2021
Q2 		$573K Hold
8,794
– – ﹤0.01% 2087
2021
Q1 		$559K Sell
8,794
-30,389
-78% -$2M ﹤0.01% 1910
2020
Q4 		$2.39M Buy
39,183
+389
+1% +$21K ﹤0.01% 1277
2020
Q3 		$1.87M Buy
38,794
+94
+0.2% +$4.4K ﹤0.01% 1300
2020
Q2 		$1.68M Sell
38,700
-94
-0.2% -$3.74K ﹤0.01% 1228
2020
Q1 		$1.3M Hold
38,794
– – ﹤0.01% 1363
2019
Q4 		$1.63M Hold
38,794
– – ﹤0.01% 1586
2019
Q3 		$1.49M Sell
38,794
-30,000
-44% -$1.13M ﹤0.01% 1746
2019
Q2 		$2.75M Hold
68,794
– – 0.01% 1392
2019
Q1 		$2.67M Sell
68,794
-1,800
-3% -$66.5K ﹤0.01% 1378
2018
Q4 		$2.3M Buy
70,594
+1,700
+2% +$61.6K ﹤0.01% 1447
2018
Q3 		$2.88M Buy
68,894
+194
+0.3% +$7.99K ﹤0.01% 1337
2018
Q2 		$2.75M Buy
68,700
+60,000
+690% +$2.48M ﹤0.01% 1389
2018
Q1 		$364K Hold
8,700
– – ﹤0.01% 2102
2017
Q4 		$359K Hold
8,700
– – ﹤0.01% 1637
2017
Q3 		$337K Hold
8,700
– – ﹤0.01% 1893
2017
Q2 		$298K Sell
8,700
-15,000
-63% -$506K ﹤0.01% 1879
2017
Q1 		$763K Buy
+23,700
New +$735K ﹤0.01% 1469

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSBC Holdings's ROBO Position: Q3 2022 in Review

HSBC Holdings sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 8,794 shares — an estimated $395K sold.

HSBC Holdings first reported a position in ROBO in Q1 2017 and held it in 22 quarters. The position peaked at $2.88M in Q3 2018. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

  • HSBC Holdings reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
  • HSBC Holdings sold 8,794 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $395K.
  • HSBC Holdings first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and held it in 22 quarters.
  • HSBC Holdings's ROBO Global Robotics & Automation Index ETF position peaked at $2.88M in Q3 2018.
  • 186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on HSBC Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.