Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kayne Anderson Rudnick Investment 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
2024
Q3 		– Sell
-1,057
Closed -$58.3K – 1033
2024
Q2 		$58.3K Hold
1,057
– – ﹤0.01% 525
2024
Q1 		$61.9K Hold
1,057
– – ﹤0.01% 527
2023
Q4 		$60.8K Hold
1,057
– – ﹤0.01% 511
2023
Q3 		$53.3K Buy
1,057
+364
+53% +$20K ﹤0.01% 504
2023
Q2 		$40.6K Buy
+693
New +$38.1K ﹤0.01% 515

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 $445B AUM 25.58% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 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 $454M AUM 38.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's ROBO Position: Q3 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2024, closing a stake of 1,057 shares — an estimated $58.3K sold.

Kayne Anderson Rudnick Investment Management first reported a position in ROBO in Q2 2023 and held it in 5 quarters. The position peaked at $61.9K in Q1 2024. 218 funds tracked by Wall St. Rank hold ROBO as of Q3 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 1,057 ROBO Global Robotics & Automation Index ETF shares in Q3 2024, an estimated $58.3K.
  • Kayne Anderson Rudnick Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and held it in 5 quarters.
  • Kayne Anderson Rudnick Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $61.9K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.