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Personal Wealth Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-236
Closed -$15K – 334
2021
Q2 		$15K Buy
+236
New +$15.1K 0.01% 235

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Wealth Partners's ROBO Position: Q3 2021 in Review

Personal Wealth Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2021, closing a stake of 236 shares — an estimated $15K sold.

Personal Wealth Partners first reported a position in ROBO in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2021.

  • Personal Wealth Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 236 ROBO Global Robotics & Automation Index ETF shares in Q3 2021, an estimated $15K.
  • Personal Wealth Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's ROBO Global Robotics & Automation Index ETF position peaked at $15K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.