RPCONE
ROBO icon

Retirement Planning Company of New England’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Retirement Planning Company of New England’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
-750
Closed -$52K – 725
2021
Q4 		$52K Buy
+750
New +$51.2K 0.03% 398

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's ROBO Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 750 shares — an estimated $52K sold.

Retirement Planning Company of New England first reported a position in ROBO in Q4 2021 and held it in 1 quarter. The position peaked at $52K in Q4 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 750 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $52K.
  • Retirement Planning Company of New England first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's ROBO Global Robotics & Automation Index ETF position peaked at $52K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.