Plante Moran Financial Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Plante Moran Financial Advisors’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	-442	Closed	-$31K	–	971
2021 Q4	$31K	Hold	442	–	–	0.01%	461
2021 Q3	$28K	Hold	442	–	–	0.01%	489
2021 Q2	$29K	Hold	442	–	–	0.01%	485
2021 Q1	$28K	Hold	442	–	–	0.01%	479
2020 Q4	$27K	Hold	442	–	–	0.01%	463
2020 Q3	$21K	Hold	442	–	–	0.01%	491
2020 Q2	$19K	Hold	442	–	–	0.01%	440
2020 Q1	$15K	Buy	442 +252	+133%	+$9.92K	0.01%	441
2019 Q4	$8K	Hold	190	–	–	﹤0.01%	572
2019 Q3	$7K	Hold	190	–	–	﹤0.01%	652
2019 Q2	$8K	Hold	190	–	–	﹤0.01%	593
2019 Q1	$7K	Hold	190	–	–	﹤0.01%	603
2018 Q4	$6K	Hold	190	–	–	﹤0.01%	577
2018 Q3	$8K	Hold	190	–	–	﹤0.01%	529
2018 Q2	$8K	Hold	190	–	–	﹤0.01%	574
2018 Q1	$8K	Hold	190	–	–	﹤0.01%	643
2017 Q4	$8K	Hold	190	–	–	﹤0.01%	635
2017 Q3	$7K	Buy	+190	New	+$6.92K	﹤0.01%	608

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Plante Moran Financial Advisors's ROBO Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 442 shares — an estimated $31K sold.

Plante Moran Financial Advisors first reported a position in ROBO in Q3 2017 and held it in 18 quarters. The position peaked at $31K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

Plante Moran Financial Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 442 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $31K.
Plante Moran Financial Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 18 quarters.
Plante Moran Financial Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $31K in Q4 2021.
223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.