Psagot Value Holdings’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Psagot Value Holdings’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 Q4	–	Sell	-410	Closed	-$26K	–	435
2021 Q3	$26K	Hold	410	–	–	﹤0.01%	352
2021 Q2	$27K	Hold	410	–	–	﹤0.01%	382
2021 Q1	$26K	Hold	410	–	–	﹤0.01%	336
2020 Q4	$25K	Hold	410	–	–	﹤0.01%	314
2020 Q3	$20K	Hold	410	–	–	﹤0.01%	361
2020 Q2	$18K	Hold	410	–	–	﹤0.01%	340
2020 Q1	$14K	Hold	410	–	–	﹤0.01%	346
2019 Q4	$17K	Hold	410	–	–	﹤0.01%	393
2019 Q3	$16K	Sell	410 -225	-35%	-$8.5K	﹤0.01%	365
2019 Q2	$25K	Buy	635 +225	+55%	+$8.83K	﹤0.01%	355
2019 Q1	$16K	Hold	410	–	–	﹤0.01%	401
2018 Q4	$13K	Hold	410	–	–	﹤0.01%	393
2018 Q3	$17K	Sell	410 -13,190	-97%	-$543K	﹤0.01%	333
2018 Q2	$544K	Buy	+13,600	New	+$563K	0.03%	172

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Psagot Value Holdings's ROBO Position: Q4 2021 in Review

Psagot Value Holdings sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2021, closing a stake of 410 shares — an estimated $26K sold.

Psagot Value Holdings first reported a position in ROBO in Q2 2018 and held it in 14 quarters. The position peaked at $544K in Q2 2018. 253 funds tracked by Wall St. Rank hold ROBO as of Q4 2021.

Psagot Value Holdings reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2021 after selling out during the quarter.
Psagot Value Holdings sold 410 ROBO Global Robotics & Automation Index ETF shares in Q4 2021, an estimated $26K.
Psagot Value Holdings first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and held it in 14 quarters.
Psagot Value Holdings's ROBO Global Robotics & Automation Index ETF position peaked at $544K in Q2 2018.
253 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2021.

Based on Psagot Value Holdings's 13F filing for Q4 2021, filed 14 Mar 2022.