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

Lionsbridge 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
2020
Q1 		– Sell
-310
Closed -$13K – 255
2019
Q4 		$13K Buy
+310
New +$12.5K 0.01% 109

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LPL Financial
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Wells Fargo
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GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lionsbridge Wealth Management's ROBO Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2020, closing a stake of 310 shares — an estimated $13K sold.

Lionsbridge Wealth Management first reported a position in ROBO in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 310 ROBO Global Robotics & Automation Index ETF shares in Q1 2020, an estimated $13K.
  • Lionsbridge Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $13K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.