IA
RBOT

IFP Advisors’s Vicarious Surgical RBOT Stock Holding History

IFP Advisors’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$64 – 3503
2023
Q2 		$64 Buy
+1
New +$64 ﹤0.01% 3376
2021
Q4 		– Sell
-17
Closed -$7K – 3468
2021
Q3 		$7K Hold
17
– – ﹤0.01% 2434
2021
Q2 		$5K Buy
+17
New +$5.06K ﹤0.01% 2484

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HVCM
Hel Ved Capital Management Central, Hong Kong $844M AUM 191.74% 1-Year Est. Return

IFP Advisors's RBOT Position: Q3 2023 in Review

IFP Advisors sold out of Vicarious Surgical (RBOT) in Q3 2023, closing a stake of 1 share — an estimated $64 sold.

IFP Advisors first reported a position in RBOT in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 83 funds tracked by Wall St. Rank hold RBOT as of Q3 2023.

  • IFP Advisors reported no remaining Vicarious Surgical position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 1 Vicarious Surgical share in Q3 2023, an estimated $64.
  • IFP Advisors first reported a position in Vicarious Surgical in Q2 2021 and held it in 3 quarters.
  • IFP Advisors's Vicarious Surgical position peaked at $7K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Vicarious Surgical as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.