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

Liberty 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
2021
Q4 		– Sell
-300
Closed -$19K – 894
2021
Q3 		$19K Hold
300
– – 0.01% 660
2021
Q2 		$20K Buy
+300
New +$19.2K 0.01% 510

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
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
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Liberty Wealth Management's ROBO Position: Q4 2021 in Review

Liberty Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2021, closing a stake of 300 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in ROBO in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 253 funds tracked by Wall St. Rank hold ROBO as of Q4 2021.

  • Liberty Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 300 ROBO Global Robotics & Automation Index ETF shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $20K in Q2 2021.
  • 253 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.