Purus Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Purus Wealth Management’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 Q1	–	Sell	-25,551	Closed	-$1.46M	–	124
2023 Q4	$1.46M	Sell	25,551 -538	-2%	-$27.5K	0.85%	37
2023 Q3	$1.31M	Sell	26,089 -350	-1%	-$19.2K	0.89%	36
2023 Q2	$1.55M	Buy	26,439 +14,898	+129%	+$819K	1%	29
2023 Q1	$632K	Sell	11,541 -342	-3%	-$17.8K	0.5%	44
2022 Q4	$551K	Sell	11,883 -423	-3%	-$19.3K	0.5%	47
2022 Q3	$509K	Sell	12,306 -221	-2%	-$10.5K	0.47%	52
2022 Q2	$563K	Sell	12,527 -472	-4%	-$23.6K	0.5%	51
2022 Q1	$758K	Sell	12,999 -995	-7%	-$60.6K	0.52%	46
2021 Q4	$981K	Buy	13,994 +9,421	+206%	+$644K	0.61%	41
2021 Q3	$295K	Buy	4,573 +1,452	+47%	+$96.5K	0.2%	77
2021 Q2	$204K	Buy	+3,121	New	+$200K	0.15%	85

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

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

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

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Purus Wealth Management's ROBO Position: Q1 2024 in Review

Purus Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 25,551 shares — an estimated $1.46M sold.

Purus Wealth Management first reported a position in ROBO in Q2 2021 and held it in 11 quarters. The position peaked at $1.55M in Q2 2023. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

Purus Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
Purus Wealth Management sold 25,551 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $1.46M.
Purus Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and held it in 11 quarters.
Purus Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $1.55M in Q2 2023.
229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Purus Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.