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Murphy Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Murphy Capital Management’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
Q2 		$523K Hold
11,640
– – 0.07% 142
2022
Q1 		$678K Sell
11,640
-2,618
-18% -$159K 0.08% 137
2021
Q4 		$999K Sell
14,258
-85
-0.6% -$5.81K 0.11% 118
2021
Q3 		$923K Sell
14,343
-250
-2% -$16.6K 0.11% 117
2021
Q2 		$951K Sell
14,593
-2,377
-14% -$152K 0.11% 116
2021
Q1 		$1.08M Sell
16,970
-200
-1% -$13.2K 0.14% 111
2020
Q4 		$1.04M Sell
17,170
-6,685
-28% -$362K 0.14% 107
2020
Q3 		$1.15M Sell
23,855
-945
-4% -$44.2K 0.17% 101
2020
Q2 		$1.08M Sell
24,800
-3,850
-13% -$153K 0.17% 103
2020
Q1 		$962K Sell
28,650
-15,717
-35% -$619K 0.18% 103
2019
Q4 		$1.86M Sell
44,367
-2,508
-5% -$101K 0.26% 88
2019
Q3 		$1.8M Sell
46,875
-5,120
-10% -$193K 0.27% 86
2019
Q2 		$2.08M Sell
51,995
-9,755
-16% -$383K 0.31% 80
2019
Q1 		$2.39M Sell
61,750
-3,940
-6% -$145K 0.36% 69
2018
Q4 		$2.14M Sell
65,690
-6,145
-9% -$223K 0.36% 72
2018
Q3 		$3.01M Sell
71,835
-2,970
-4% -$122K 0.42% 61
2018
Q2 		$2.99M Buy
74,805
+546
+0.7% +$22.6K 0.43% 61
2018
Q1 		$3.1M Buy
74,259
+8,430
+13% +$365K 0.44% 61
2017
Q4 		$2.72M Buy
65,829
+2,045
+3% +$82.9K 0.37% 72
2017
Q3 		$2.47M Buy
63,784
+600
+0.9% +$21.8K 0.35% 75
2017
Q2 		$2.17M Buy
63,184
+4,350
+7% +$147K 0.32% 81
2017
Q1 		$1.89M Buy
+58,834
New +$1.82M 0.28% 86

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Murphy Capital Management's ROBO Position: Q2 2022 in Review

Murphy Capital Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2022 at 11,640 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #142.

Murphy Capital Management first reported a position in ROBO in Q1 2017 and has held it in 22 quarters since. The position peaked at $3.1M in Q1 2018. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

  • Murphy Capital Management held 11,640 shares of ROBO Global Robotics & Automation Index ETF worth $523K as of Q2 2022.
  • Murphy Capital Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2022.
  • ROBO Global Robotics & Automation Index ETF made up 0.07% of Murphy Capital Management's portfolio in Q2 2022, its #142 holding.
  • Murphy Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and has held it in 22 quarters since.
  • Murphy Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $3.1M in Q1 2018.
  • 209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.