Laidlaw Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Laidlaw Wealth 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 Q4	–	Sell	-16,091	Closed	-$665K	–	384
2022 Q3	$665K	Buy	16,091 +1,585	+11%	+$75K	0.16%	150
2022 Q2	$652K	Buy	14,506 +2,636	+22%	+$132K	0.13%	169
2022 Q1	$692K	Buy	11,870 +1,207	+11%	+$73.5K	0.12%	180
2021 Q4	$748K	Buy	+10,663	New	+$728K	0.12%	171
2021 Q1	–	Sell	-6,414	Closed	-$391K	–	328
2020 Q4	$391K	Buy	+6,414	New	+$347K	0.08%	229

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

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

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

BFO

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

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Laidlaw Wealth Management's ROBO Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2022, closing a stake of 16,091 shares — an estimated $665K sold.

Laidlaw Wealth Management first reported a position in ROBO in Q4 2020 and held it in 5 quarters. The position peaked at $748K in Q4 2021. 198 funds tracked by Wall St. Rank hold ROBO as of Q4 2022.

Laidlaw Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 16,091 ROBO Global Robotics & Automation Index ETF shares in Q4 2022, an estimated $665K.
Laidlaw Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 5 quarters.
Laidlaw Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $748K in Q4 2021.
198 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.