Parker Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Parker Investment 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
2021 Q2	–	Sell	-183,494	Closed	-$11.7M	–	48
2021 Q1	$11.7M	Sell	183,494 -2,295	-1%	-$151K	1.54%	13
2020 Q4	$11.3M	Sell	185,789 -1,313	-0.7%	-$71K	1.95%	14
2020 Q3	$9.01M	Buy	+187,102	New	+$8.76M	1.98%	14
2018 Q3	–	Sell	-5,072	Closed	-$202K	–	30
2018 Q2	$202K	Hold	5,072	–	–	0.07%	23
2018 Q1	$212K	Buy	5,072 +20	+0.4%	+$866	0.08%	23
2017 Q4	$208K	Buy	+5,052	New	+$205K	0.08%	25

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Parker Investment Management's ROBO Position: Q2 2021 in Review

Parker Investment Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 183,494 shares — an estimated $11.7M sold.

Parker Investment Management first reported a position in ROBO in Q4 2017 and held it in 6 quarters. The position peaked at $11.7M in Q1 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

Parker Investment Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
Parker Investment Management sold 183,494 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $11.7M.
Parker Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 6 quarters.
Parker Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $11.7M in Q1 2021.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Parker Investment Management's 13F filing for Q2 2021, filed 15 Jul 2021.