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Private Portfolio Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Private Portfolio 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
2024
Q2 		– Sell
-3,452
Closed -$202K – 220
2024
Q1 		$202K Sell
3,452
-301
-8% -$17K 0.04% 264
2023
Q4 		$215K Buy
+3,753
New +$192K 0.05% 243
2023
Q3 		– Sell
-3,528
Closed -$207K – 262
2023
Q2 		$207K Buy
+3,528
New +$194K 0.05% 240
2023
Q1 		– Sell
-4,347
Closed -$201K – 265
2022
Q4 		$201K Buy
+4,347
New +$198K 0.05% 253
2022
Q3 		– Sell
-5,391
Closed -$242K – 283
2022
Q2 		$242K Buy
5,391
+53
+1% +$2.65K 0.07% 230
2022
Q1 		$311K Buy
5,338
+62
+1% +$3.77K 0.08% 219
2021
Q4 		$370K Sell
5,276
-1,923
-27% -$131K 0.09% 192
2021
Q3 		$464K Sell
7,199
-819
-10% -$54.4K 0.13% 150
2021
Q2 		$523K Sell
8,018
-30
-0.4% -$1.92K 0.15% 129
2021
Q1 		$511K Sell
8,048
-172
-2% -$11.3K 0.17% 115
2020
Q4 		$501K Sell
8,220
-1,199
-13% -$64.9K 0.18% 114
2020
Q3 		$454K Sell
9,419
-1,254
-12% -$58.7K 0.18% 117
2020
Q2 		$464K Sell
10,673
-1,048
-9% -$41.7K 0.21% 104
2020
Q1 		$394K Buy
11,721
+646
+6% +$25.4K 0.21% 114
2019
Q4 		$465K Sell
11,075
-1,079
-9% -$43.5K 0.2% 112
2019
Q3 		$466K Sell
12,154
-584
-5% -$22.1K 0.22% 110
2019
Q2 		$509K Sell
12,738
-1,399
-10% -$54.9K 0.22% 120
2019
Q1 		$548K Buy
14,137
+2,043
+17% +$75.4K 0.29% 88
2018
Q4 		$394K Buy
+12,094
New +$438K 0.24% 105

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Portfolio Partners's ROBO Position: Q2 2024 in Review

Private Portfolio Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2024, closing a stake of 3,452 shares — an estimated $202K sold.

Private Portfolio Partners first reported a position in ROBO in Q4 2018 and held it in 19 quarters. The position peaked at $548K in Q1 2019. 220 funds tracked by Wall St. Rank hold ROBO as of Q2 2024.

  • Private Portfolio Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2024 after selling out during the quarter.
  • Private Portfolio Partners sold 3,452 ROBO Global Robotics & Automation Index ETF shares in Q2 2024, an estimated $202K.
  • Private Portfolio Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and held it in 19 quarters.
  • Private Portfolio Partners's ROBO Global Robotics & Automation Index ETF position peaked at $548K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2024.

Based on Private Portfolio Partners's 13F filing for Q2 2024, filed 15 Aug 2024.