Kelly Financial Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kelly Financial Services’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
2021 Q2	–	Sell	-4	Closed	-$254	–	663
2021 Q1	$254	Hold	4	–	–	﹤0.01%	609
2020 Q4	$244	Hold	4	–	–	﹤0.01%	565
2020 Q3	$193	Hold	4	–	–	﹤0.01%	552
2020 Q2	$174	Hold	4	–	–	﹤0.01%	572
2020 Q1	$134	Hold	4	–	–	﹤0.01%	546
2019 Q4	$168	Hold	4	–	–	﹤0.01%	535
2019 Q3	$153	Hold	4	–	–	﹤0.01%	525
2019 Q2	$160	Hold	4	–	–	﹤0.01%	478
2019 Q1	$155	Buy	+4	New	+$148	﹤0.01%	475

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kelly Financial Services's ROBO Position: Q2 2021 in Review

Kelly Financial Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 4 shares — an estimated $254 sold.

Kelly Financial Services first reported a position in ROBO in Q1 2019 and held it in 9 quarters. The position peaked at $254 in Q1 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

Kelly Financial Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
Kelly Financial Services sold 4 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $254.
Kelly Financial Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2019 and held it in 9 quarters.
Kelly Financial Services's ROBO Global Robotics & Automation Index ETF position peaked at $254 in Q1 2021.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.