McKinley Carter Wealth Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

McKinley Carter Wealth Services’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
2024 Q1	–	Sell	-4,739	Closed	-$272K	–	307
2023 Q4	$272K	Sell	4,739 -274	-5%	-$14K	0.02%	261
2023 Q3	$252K	Sell	5,013 -4,818	-49%	-$265K	0.02%	262
2023 Q2	$576K	Buy	+9,831	New	+$540K	0.04%	194
2018 Q2	–	Sell	-750	Closed	-$31K	–	333
2018 Q1	$31K	Buy	+750	New	+$32.5K	0.01%	300

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

McKinley Carter Wealth Services's ROBO Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 4,739 shares — an estimated $272K sold.

McKinley Carter Wealth Services first reported a position in ROBO in Q1 2018 and held it in 4 quarters. The position peaked at $576K in Q2 2023. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

McKinley Carter Wealth Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,739 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $272K.
McKinley Carter Wealth Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 4 quarters.
McKinley Carter Wealth Services's ROBO Global Robotics & Automation Index ETF position peaked at $576K in Q2 2023.
229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.