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Kraematon Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kraematon Investment Advisors’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
Q1 		– Sell
-3,759
Closed -$215K – 90
2023
Q4 		$215K Sell
3,759
-991
-21% -$50.6K 0.24% 79
2023
Q3 		$239K Buy
4,750
+583
+14% +$32K 0.29% 69
2023
Q2 		$244K Buy
4,167
+150
+4% +$8.24K 0.27% 74
2023
Q1 		$220K Sell
4,017
-800
-17% -$41.7K 0.25% 76
2022
Q4 		$223K Buy
+4,817
New +$220K 0.24% 75
2022
Q3 		– Sell
-5,018
Closed -$226K – 85
2022
Q2 		$226K Sell
5,018
-327
-6% -$16.3K 0.26% 77
2022
Q1 		$312K Hold
5,345
– – 0.3% 72
2021
Q4 		$375K Buy
+5,345
New +$365K 0.34% 69

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 $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kraematon Investment Advisors's ROBO Position: Q1 2024 in Review

Kraematon Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 3,759 shares — an estimated $215K sold.

Kraematon Investment Advisors first reported a position in ROBO in Q4 2021 and held it in 8 quarters. The position peaked at $375K in Q4 2021. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Kraematon Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • Kraematon Investment Advisors sold 3,759 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $215K.
  • Kraematon Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 8 quarters.
  • Kraematon Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $375K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Kraematon Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.