Kings Point Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kings Point Capital 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
2022 Q1	$20K	Hold	340	–	–	﹤0.01%	483
2021 Q4	$24K	Hold	340	–	–	﹤0.01%	501
2021 Q3	$22K	Hold	340	–	–	﹤0.01%	481
2021 Q2	$22K	Hold	340	–	–	﹤0.01%	452
2021 Q1	$22K	Hold	340	–	–	﹤0.01%	448
2020 Q4	$21K	Hold	340	–	–	﹤0.01%	415
2020 Q3	$16K	Hold	340	–	–	﹤0.01%	435
2020 Q2	$15K	Hold	340	–	–	﹤0.01%	401
2020 Q1	$11K	Hold	340	–	–	﹤0.01%	442
2019 Q4	$14K	Hold	340	–	–	﹤0.01%	460
2019 Q3	$13K	Hold	340	–	–	﹤0.01%	451
2019 Q2	$14K	Hold	340	–	–	﹤0.01%	387
2019 Q1	$13K	Hold	340	–	–	﹤0.01%	339
2018 Q4	$11K	Hold	340	–	–	﹤0.01%	341
2018 Q3	$14K	Hold	340	–	–	﹤0.01%	339
2018 Q2	$14K	Hold	340	–	–	﹤0.01%	342
2018 Q1	$14K	Hold	340	–	–	﹤0.01%	343
2017 Q4	$14K	Hold	340	–	–	﹤0.01%	344
2017 Q3	$13K	Hold	340	–	–	﹤0.01%	339
2017 Q2	$12K	Buy	+340	New	+$11.5K	﹤0.01%	324

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kings Point Capital Management's ROBO Position: Q1 2022 in Review

Kings Point Capital Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2022 at 340 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Kings Point Capital Management first reported a position in ROBO in Q2 2017 and has held it in 20 quarters since. The position peaked at $24K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

Kings Point Capital Management held 340 shares of ROBO Global Robotics & Automation Index ETF worth $20K as of Q1 2022.
Kings Point Capital Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2022.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #483 holding.
Kings Point Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 20 quarters since.
Kings Point Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $24K in Q4 2021.
223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.