OFG
RBOT

OTA Financial Group’s Vicarious Surgical RBOT Stock Holding History

OTA Financial Group’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,070
Closed -$320K – 85
2021
Q2 		$320K Sell
1,070
-421
-28% -$125K 0.35% 59
2021
Q1 		$444K Sell
1,491
-879
-37% -$269K 0.35% 40
2020
Q4 		$722K Sell
2,370
-1,398
-37% -$411K 0.48% 39
2020
Q3 		$1.1M Buy
+3,768
New +$1.11M 1.02% 21

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
PGM
Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OTA Financial Group's RBOT Position: Q3 2021 in Review

OTA Financial Group sold out of Vicarious Surgical (RBOT) in Q3 2021, closing a stake of 1,070 shares — an estimated $320K sold.

OTA Financial Group first reported a position in RBOT in Q3 2020 and held it in 4 quarters. The position peaked at $1.1M in Q3 2020. 35 funds tracked by Wall St. Rank hold RBOT as of Q3 2021.

  • OTA Financial Group reported no remaining Vicarious Surgical position as of Q3 2021 after selling out during the quarter.
  • OTA Financial Group sold 1,070 Vicarious Surgical shares in Q3 2021, an estimated $320K.
  • OTA Financial Group first reported a position in Vicarious Surgical in Q3 2020 and held it in 4 quarters.
  • OTA Financial Group's Vicarious Surgical position peaked at $1.1M in Q3 2020.
  • 35 funds tracked by Wall St. Rank held Vicarious Surgical as of Q3 2021.

Based on OTA Financial Group's 13F filing for Q3 2021, filed 12 Oct 2021.