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Legacy Wealth Partners (California)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Legacy Wealth Partners (California)’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 		$622K Sell
9,541
-1,739
-15% -$111K 0.35% 63
2021
Q1 		$716K Buy
11,280
+4,319
+62% +$284K 0.42% 55
2020
Q4 		$424K Sell
6,961
-280
-4% -$15.2K 0.27% 67
2020
Q3 		$349K Buy
7,241
+856
+13% +$40.1K 0.25% 65
2020
Q2 		$278K Buy
+6,385
New +$254K 0.21% 81

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Wealth Partners (California)'s ROBO Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 15% in Q2 2021, selling an estimated $111K and leaving 9,541 shares worth $622K. The position accounts for 0.35% of the portfolio, ranked #63.

Legacy Wealth Partners (California) first reported a position in ROBO in Q2 2020 and has held it in 5 quarters since. The position peaked at $716K in Q1 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

  • Legacy Wealth Partners (California) held 9,541 shares of ROBO Global Robotics & Automation Index ETF worth $622K as of Q2 2021.
  • Legacy Wealth Partners (California) sold 1,739 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $111K.
  • ROBO Global Robotics & Automation Index ETF made up 0.35% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #63 holding.
  • Legacy Wealth Partners (California) first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2020 and has held it in 5 quarters since.
  • Legacy Wealth Partners (California)'s ROBO Global Robotics & Automation Index ETF position peaked at $716K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.