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Meristem Family Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Meristem Family Wealth’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
-7,469
Closed -$524K – 387
2021
Q4 		$524K Hold
7,469
– – 0.04% 217
2021
Q3 		$481K Buy
+7,469
New +$496K 0.05% 233
2019
Q3 		– Sell
-5,110
Closed -$204K – 213
2019
Q2 		$204K Buy
+5,110
New +$201K 0.06% 164

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meristem Family Wealth's ROBO Position: Q1 2022 in Review

Meristem Family Wealth sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 7,469 shares — an estimated $524K sold.

Meristem Family Wealth first reported a position in ROBO in Q2 2019 and held it in 3 quarters. The position peaked at $524K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

  • Meristem Family Wealth reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 7,469 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $524K.
  • Meristem Family Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2019 and held it in 3 quarters.
  • Meristem Family Wealth's ROBO Global Robotics & Automation Index ETF position peaked at $524K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.