RIL
RBOT

Rothschild Investment LLC’s Vicarious Surgical RBOT Stock Holding History

Rothschild Investment LLC’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,019
Closed -$195K – 1358
2023
Q3 		$195K Buy
11,019
+5,373
+95% +$196K 0.02% 443
2023
Q2 		$310K Buy
5,646
+22
+0.4% +$1.4K 0.03% 379
2023
Q1 		$383K Sell
5,624
-4
-0.1% -$311 0.03% 333
2022
Q4 		$341K Buy
5,628
+1,248
+28% +$116K 0.03% 350
2022
Q3 		$440K Hold
4,380
– – 0.04% 294
2022
Q2 		$387K Buy
4,380
+655
+18% +$80.1K 0.04% 337
2022
Q1 		$566K Buy
3,725
+1,934
+108% +$360K 0.04% 299
2021
Q4 		$570K Buy
+1,791
New +$631K 0.04% 305

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Rothschild Investment LLC's RBOT Position: Q4 2023 in Review

Rothschild Investment LLC sold out of Vicarious Surgical (RBOT) in Q4 2023, closing a stake of 11,019 shares — an estimated $195K sold.

Rothschild Investment LLC first reported a position in RBOT in Q4 2021 and held it in 8 quarters. The position peaked at $570K in Q4 2021. 72 funds tracked by Wall St. Rank hold RBOT as of Q4 2023.

  • Rothschild Investment LLC reported no remaining Vicarious Surgical position as of Q4 2023 after selling out during the quarter.
  • Rothschild Investment LLC sold 11,019 Vicarious Surgical shares in Q4 2023, an estimated $195K.
  • Rothschild Investment LLC first reported a position in Vicarious Surgical in Q4 2021 and held it in 8 quarters.
  • Rothschild Investment LLC's Vicarious Surgical position peaked at $570K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Vicarious Surgical as of Q4 2023.

Based on Rothschild Investment LLC's 13F filing for Q4 2023, filed 31 Jul 2024.