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

Ruedi 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
2023
Q2 		– Sell
-102
Closed -$5.57K – 258
2023
Q1 		$5.57K Hold
102
– – ﹤0.01% 186
2022
Q4 		$4.71K Buy
+102
New +$4.66K ﹤0.01% 182

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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ruedi Wealth Management's ROBO Position: Q2 2023 in Review

Ruedi Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2023, closing a stake of 102 shares — an estimated $5.57K sold.

Ruedi Wealth Management first reported a position in ROBO in Q4 2022 and held it in 2 quarters. The position peaked at $5.57K in Q1 2023. 222 funds tracked by Wall St. Rank hold ROBO as of Q2 2023.

  • Ruedi Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 102 ROBO Global Robotics & Automation Index ETF shares in Q2 2023, an estimated $5.57K.
  • Ruedi Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and held it in 2 quarters.
  • Ruedi Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $5.57K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.