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Sterling Financial Planning’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,435
Closed -$92K – 326
2021
Q3 		$92K Hold
1,435
– – 0.06% 134
2021
Q2 		$94K Hold
1,435
– – 0.06% 121
2021
Q1 		$91K Hold
1,435
– – 0.06% 110
2020
Q4 		$87K Buy
+1,435
New +$77.6K 0.07% 109

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sterling Financial Planning's ROBO Position: Q4 2021 in Review

Sterling Financial Planning sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2021, closing a stake of 1,435 shares — an estimated $92K sold.

Sterling Financial Planning first reported a position in ROBO in Q4 2020 and held it in 4 quarters. The position peaked at $94K in Q2 2021. 253 funds tracked by Wall St. Rank hold ROBO as of Q4 2021.

  • Sterling Financial Planning reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,435 ROBO Global Robotics & Automation Index ETF shares in Q4 2021, an estimated $92K.
  • Sterling Financial Planning first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's ROBO Global Robotics & Automation Index ETF position peaked at $94K in Q2 2021.
  • 253 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.