Seaview Investment Managers’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Seaview Investment Managers’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 Q3	–	Sell	-33,108	Closed	-$1.94M	–	111
2023 Q2	$1.94M	Buy	+33,108	New	+$1.82M	0.63%	44
2022 Q2	–	Sell	-3,851	Closed	-$224K	–	106
2022 Q1	$224K	Buy	3,851 +684	+22%	+$41.6K	0.07%	97
2021 Q4	$223K	Buy	+3,167	New	+$216K	0.08%	84

Other funds holding ROBO

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Seaview Investment Managers's ROBO Position: Q3 2023 in Review

Seaview Investment Managers sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2023, closing a stake of 33,108 shares — an estimated $1.94M sold.

Seaview Investment Managers first reported a position in ROBO in Q4 2021 and held it in 3 quarters. The position peaked at $1.94M in Q2 2023. 212 funds tracked by Wall St. Rank hold ROBO as of Q3 2023.

Seaview Investment Managers reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2023 after selling out during the quarter.
Seaview Investment Managers sold 33,108 ROBO Global Robotics & Automation Index ETF shares in Q3 2023, an estimated $1.94M.
Seaview Investment Managers first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 3 quarters.
Seaview Investment Managers's ROBO Global Robotics & Automation Index ETF position peaked at $1.94M in Q2 2023.
212 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2023.

Based on Seaview Investment Managers's 13F filing for Q3 2023, filed 26 Oct 2023.