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Money Concepts Capital’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,310
Closed -$107K – 2396
2022
Q4 		$107K Sell
2,310
-1,204
-34% -$54.9K ﹤0.01% 939
2022
Q3 		$145K Sell
3,514
-422
-11% -$20K 0.01% 486
2022
Q2 		$178K Sell
3,936
-1,399
-26% -$69.9K 0.02% 441
2022
Q1 		$311K Buy
5,335
+752
+16% +$45.8K 0.02% 568
2021
Q4 		$321K Buy
+4,583
New +$313K 0.03% 394

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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Money Concepts Capital's ROBO Position: Q1 2023 in Review

Money Concepts Capital sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2023, closing a stake of 2,310 shares — an estimated $107K sold.

Money Concepts Capital first reported a position in ROBO in Q4 2021 and held it in 5 quarters. The position peaked at $321K in Q4 2021. 212 funds tracked by Wall St. Rank hold ROBO as of Q1 2023.

  • Money Concepts Capital reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,310 ROBO Global Robotics & Automation Index ETF shares in Q1 2023, an estimated $107K.
  • Money Concepts Capital first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's ROBO Global Robotics & Automation Index ETF position peaked at $321K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.