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Sittner & Nelson’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sittner & Nelson’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
-1
Closed -$50 – 479
2023
Q3 		$50 Hold
1
– – ﹤0.01% 459
2023
Q2 		$59 Buy
+1
New +$55 ﹤0.01% 475

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

Sittner & Nelson's ROBO Position: Q4 2023 in Review

Sittner & Nelson sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2023, closing a stake of 1 share — an estimated $50 sold.

Sittner & Nelson first reported a position in ROBO in Q2 2023 and held it in 2 quarters. The position peaked at $59 in Q2 2023. 234 funds tracked by Wall St. Rank hold ROBO as of Q4 2023.

  • Sittner & Nelson reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2023 after selling out during the quarter.
  • Sittner & Nelson sold 1 ROBO Global Robotics & Automation Index ETF share in Q4 2023, an estimated $50.
  • Sittner & Nelson first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and held it in 2 quarters.
  • Sittner & Nelson's ROBO Global Robotics & Automation Index ETF position peaked at $59 in Q2 2023.
  • 234 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2023.

Based on Sittner & Nelson's 13F filing for Q4 2023, filed 13 Feb 2024.