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Meitav Investment House’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Meitav Investment House’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
-5,900
Closed -$338K – 332
2023
Q4 		$338K Hold
5,900
– – 0.01% 280
2023
Q3 		$297K Hold
5,900
– – ﹤0.01% 289
2023
Q2 		$346K Hold
5,900
– – 0.01% 302
2023
Q1 		$317K Sell
5,900
-28,365
-83% -$1.48M 0.01% 315
2022
Q4 		$1.6M Hold
34,265
– – 0.03% 199
2022
Q3 		$1.43M Hold
34,265
– – 0.03% 207
2022
Q2 		$1.54M Hold
34,265
– – 0.03% 204
2022
Q1 		$2M Sell
34,265
-21,922
-39% -$1.33M 0.03% 214
2021
Q4 		$3.94M Hold
56,187
– – 0.06% 172
2021
Q3 		$3.62M Hold
56,187
– – 0.06% 180
2021
Q2 		$3.66M Hold
56,187
– – 0.09% 140
2021
Q1 		$3.57K Hold
56,187
– – 0.1% 133
2020
Q4 		$3.42M Hold
56,187
– – 0.13% 106
2020
Q3 		$2.71M Buy
56,187
+28,365
+102% +$1.33M 0.13% 93
2020
Q2 		$1.21M Hold
27,822
– – 0.07% 139
2020
Q1 		$935K Buy
+27,822
New +$1.09M 0.07% 153
2019
Q4 		– Sell
-28,722
Closed -$1.09M – 470
2019
Q3 		$1.09M Buy
+28,722
New +$1.08M 0.08% 145
2019
Q2 		– Sell
-46,410
Closed -$1.8M – 475
2019
Q1 		$1.8M Buy
+46,410
New +$1.71M 0.1% 121
2018
Q4 		– Sell
-46,410
Closed -$1.94M – 425
2018
Q3 		$1.94M Buy
+46,410
New +$1.91M 0.09% 138
2018
Q2 		– Sell
-31,958
Closed -$1.34M – 446
2018
Q1 		$1.34M Sell
31,958
-42,477
-57% -$1.84M 0.07% 116
2017
Q4 		$3.06M Buy
+74,435
New +$3.02M 0.18% 79

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Meitav Investment House's ROBO Position: Q1 2024 in Review

Meitav Investment House sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 5,900 shares — an estimated $338K sold.

Meitav Investment House first reported a position in ROBO in Q4 2017 and held it in 21 quarters. The position peaked at $3.94M in Q4 2021. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Meitav Investment House reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 5,900 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $338K.
  • Meitav Investment House first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 21 quarters.
  • Meitav Investment House's ROBO Global Robotics & Automation Index ETF position peaked at $3.94M in Q4 2021.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.