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Northwest Bank & Trust’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Northwest Bank & Trust’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
Q4 		$18.7K Hold
325
– – 0.01% 145
2024
Q3 		$18.5K Hold
325
– – 0.01% 148
2024
Q2 		$17.9K Hold
325
– – 0.02% 146
2024
Q1 		$17.7K Hold
325
– – 0.02% 141
2023
Q4 		$18.6K Buy
+325
New +$16.6K 0.02% 142
2023
Q2 		$19K Buy
+325
New +$17.9K 0.02% 141

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwest Bank & Trust's ROBO Position: Q4 2024 in Review

Northwest Bank & Trust held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q4 2024 at 325 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #145.

Northwest Bank & Trust first reported a position in ROBO in Q2 2023 and has held it in 6 quarters since. The position peaked at $19K in Q2 2023. 219 funds tracked by Wall St. Rank hold ROBO as of Q4 2024.

  • Northwest Bank & Trust held 325 shares of ROBO Global Robotics & Automation Index ETF worth $18.7K as of Q4 2024.
  • Northwest Bank & Trust left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q4 2024.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Northwest Bank & Trust's portfolio in Q4 2024, its #145 holding.
  • Northwest Bank & Trust first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and has held it in 6 quarters since.
  • Northwest Bank & Trust's ROBO Global Robotics & Automation Index ETF position peaked at $19K in Q2 2023.
  • 219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.