Moisand Fitzgerald Tamayo’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Moisand Fitzgerald Tamayo’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	-20	Closed	-$1K	–	629
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	369
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	363
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	397
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	336
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	340
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	308
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	298
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	246
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	264
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	262
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	267
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	269
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	267
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	291
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	274
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	312
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	273
2017 Q3	$1K	Buy	+20	New	+$728	﹤0.01%	304

Other funds holding ROBO

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

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

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

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

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

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ROBO Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in ROBO in Q3 2017 and held it in 18 quarters. The position peaked at $1K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

Moisand Fitzgerald Tamayo reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 20 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $1K.
Moisand Fitzgerald Tamayo first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 18 quarters.
Moisand Fitzgerald Tamayo's ROBO Global Robotics & Automation Index ETF position peaked at $1K in Q4 2021.
223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.