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Mission Creek Capital Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Mission Creek Capital Partners’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
Q2 		– Sell
-4,607
Closed -$270K – 226
2024
Q1 		$270K Sell
4,607
-280
-6% -$15.8K 0.07% 212
2023
Q4 		$280K Sell
4,887
-95
-2% -$4.85K 0.07% 199
2023
Q3 		$251K Buy
4,982
+1,177
+31% +$64.6K 0.08% 193
2023
Q2 		$223K Buy
+3,805
New +$209K 0.07% 212

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mission Creek Capital Partners's ROBO Position: Q2 2024 in Review

Mission Creek Capital Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2024, closing a stake of 4,607 shares — an estimated $270K sold.

Mission Creek Capital Partners first reported a position in ROBO in Q2 2023 and held it in 4 quarters. The position peaked at $280K in Q4 2023. 220 funds tracked by Wall St. Rank hold ROBO as of Q2 2024.

  • Mission Creek Capital Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Creek Capital Partners sold 4,607 ROBO Global Robotics & Automation Index ETF shares in Q2 2024, an estimated $270K.
  • Mission Creek Capital Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and held it in 4 quarters.
  • Mission Creek Capital Partners's ROBO Global Robotics & Automation Index ETF position peaked at $280K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2024.

Based on Mission Creek Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.