Manchester Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Manchester Financial’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	–	Sell	-214	Closed	-$14K	–	521
2021 Q1	$14K	Hold	214	–	–	0.01%	376
2020 Q4	$13K	Buy	214 +154	+257%	+$8.33K	0.01%	338
2020 Q3	$3K	Buy	+60	New	+$2.81K	﹤0.01%	465
2020 Q2	–	Sell	-50	Closed	-$2K	–	555
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	439
2019 Q4	$2K	Buy	+50	New	+$2.02K	﹤0.01%	507
2019 Q3	–	Sell	-50	Closed	-$2K	–	351
2019 Q2	$2K	Buy	+50	New	+$1.96K	﹤0.01%	447

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manchester Financial's ROBO Position: Q2 2021 in Review

Manchester Financial sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 214 shares — an estimated $14K sold.

Manchester Financial first reported a position in ROBO in Q2 2019 and held it in 6 quarters. The position peaked at $14K in Q1 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

Manchester Financial reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 214 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $14K.
Manchester Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2019 and held it in 6 quarters.
Manchester Financial's ROBO Global Robotics & Automation Index ETF position peaked at $14K in Q1 2021.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.