JWCA
RBOT

J.W. Cole Advisors’s Vicarious Surgical RBOT Stock Holding History

J.W. Cole 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
2024
Q2 		– Sell
-417
Closed -$3.77K – 937
2024
Q1 		$3.77K Hold
417
– – ﹤0.01% 879
2023
Q4 		$4.58K Hold
417
– – ﹤0.01% 814
2023
Q3 		$7.38K Hold
417
– – ﹤0.01% 732
2023
Q2 		$22.9K Hold
417
– – ﹤0.01% 749
2023
Q1 		$28.4K Buy
+417
New +$32.4K ﹤0.01% 767

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

J.W. Cole Advisors's RBOT Position: Q2 2024 in Review

J.W. Cole Advisors sold out of Vicarious Surgical (RBOT) in Q2 2024, closing a stake of 417 shares — an estimated $3.77K sold.

J.W. Cole Advisors first reported a position in RBOT in Q1 2023 and held it in 5 quarters. The position peaked at $28.4K in Q1 2023. 38 funds tracked by Wall St. Rank hold RBOT as of Q2 2024.

  • J.W. Cole Advisors reported no remaining Vicarious Surgical position as of Q2 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 417 Vicarious Surgical shares in Q2 2024, an estimated $3.77K.
  • J.W. Cole Advisors first reported a position in Vicarious Surgical in Q1 2023 and held it in 5 quarters.
  • J.W. Cole Advisors's Vicarious Surgical position peaked at $28.4K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Vicarious Surgical as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.