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

Masso Torrence 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
Q1 		– Sell
-50
Closed -$4K – 297
2021
Q4 		$4K Buy
+50
New +$3.42K ﹤0.01% 325

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Masso Torrence Wealth Management's ROBO Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 50 shares — an estimated $4K sold.

Masso Torrence Wealth Management first reported a position in ROBO in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 50 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $4K.
  • Masso Torrence Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $4K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.