Patriot Financial Group Insurance Agency’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Patriot Financial Group Insurance Agency’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 Q1	–	Sell	-601	Closed	-$42K	–	2212
2021 Q4	$42K	Buy	601 +1	+0.2%	+$68	0.01%	944
2021 Q3	$39K	Hold	600	–	–	0.01%	957
2021 Q2	$39K	Hold	600	–	–	0.01%	920
2021 Q1	$38K	Hold	600	–	–	0.01%	866
2020 Q4	$37K	Buy	+600	New	+$32.5K	0.01%	781
2018 Q2	–	Sell	-561	Closed	-$23K	–	858
2018 Q1	$23K	Hold	561	–	–	0.02%	446
2017 Q4	$24K	Hold	561	–	–	0.02%	418
2017 Q3	$22K	Buy	561 +436	+349%	+$15.9K	0.02%	383
2017 Q2	$4K	Buy	+125	New	+$4.22K	﹤0.01%	729

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ROBO Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 601 shares — an estimated $42K sold.

Patriot Financial Group Insurance Agency first reported a position in ROBO in Q2 2017 and held it in 9 quarters. The position peaked at $42K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 601 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $42K.
Patriot Financial Group Insurance Agency first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's ROBO Global Robotics & Automation Index ETF position peaked at $42K in Q4 2021.
223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.