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Sonora Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sonora Investment 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
2021
Q3 		$7K Hold
114
– – ﹤0.01% 840
2021
Q2 		$7K Hold
114
– – ﹤0.01% 769
2021
Q1 		$7K Buy
114
+1
+0.9% +$66 ﹤0.01% 1423
2020
Q4 		$7K Hold
113
– – ﹤0.01% 1363
2020
Q3 		$5K Hold
113
– – ﹤0.01% 1474
2020
Q2 		$5K Hold
113
– – ﹤0.01% 1369
2020
Q1 		$4K Buy
+113
New +$4.45K ﹤0.01% 1345

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's ROBO Position: Q3 2021 in Review

Sonora Investment Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q3 2021 at 114 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Sonora Investment Management first reported a position in ROBO in Q1 2020 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2021.

  • Sonora Investment Management held 114 shares of ROBO Global Robotics & Automation Index ETF worth $7K as of Q3 2021.
  • Sonora Investment Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q3 2021.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #840 holding.
  • Sonora Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2020 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.