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

Sheets Smith 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
Q4 		– Sell
-260
Closed -$13.1K – 459
2023
Q3 		$13.1K Buy
+260
New +$14.3K ﹤0.01% 444

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 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

Sheets Smith Wealth Management's ROBO Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2023, closing a stake of 260 shares — an estimated $13.1K sold.

Sheets Smith Wealth Management first reported a position in ROBO in Q3 2023 and held it in 1 quarter. The position peaked at $13.1K in Q3 2023. 234 funds tracked by Wall St. Rank hold ROBO as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 260 ROBO Global Robotics & Automation Index ETF shares in Q4 2023, an estimated $13.1K.
  • Sheets Smith Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $13.1K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.