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Sargent Bickham Lagudis’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sargent Bickham Lagudis’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
2018
Q3 		– Sell
-119
Closed -$5K – 786
2018
Q2 		$5K Hold
119
– – ﹤0.01% 670
2018
Q1 		$5K Hold
119
– – ﹤0.01% 667
2017
Q4 		$5K Buy
+119
New +$4.82K ﹤0.01% 690

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sargent Bickham Lagudis's ROBO Position: Q3 2018 in Review

Sargent Bickham Lagudis sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2018, closing a stake of 119 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in ROBO in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

  • Sargent Bickham Lagudis reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 119 ROBO Global Robotics & Automation Index ETF shares in Q3 2018, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 3 quarters.
  • Sargent Bickham Lagudis's ROBO Global Robotics & Automation Index ETF position peaked at $5K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2018, filed 13 Sep 2021.