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Sterling Investment Advisors (Pennsylvania)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-805
Closed -$36K – 410
2022
Q2 		$36K Sell
805
-700
-47% -$35K 0.01% 259
2022
Q1 		$88K Buy
1,505
+25
+2% +$1.52K 0.03% 203
2021
Q4 		$104K Buy
1,480
+50
+3% +$3.42K 0.03% 194
2021
Q3 		$92K Hold
1,430
– – 0.03% 202
2021
Q2 		$93K Hold
1,430
– – 0.03% 206
2021
Q1 		$91K Buy
1,430
+65
+5% +$4.28K 0.03% 196
2020
Q4 		$83K Hold
1,365
– – 0.03% 192
2020
Q3 		$66K Sell
1,365
-225
-14% -$10.5K 0.03% 202
2020
Q2 		$69K Hold
1,590
– – 0.03% 188
2020
Q1 		$53K Sell
1,590
-400
-20% -$15.7K 0.03% 186
2019
Q4 		$83K Hold
1,990
– – 0.04% 166
2019
Q3 		$76K Sell
1,990
-100
-5% -$3.78K 0.04% 174
2019
Q2 		$83K Buy
2,090
+225
+12% +$8.83K 0.04% 160
2019
Q1 		$72K Hold
1,865
– – 0.04% 178
2018
Q4 		$60K Sell
1,865
-67,310
-97% -$2.44M 0.04% 179
2018
Q3 		$2.9M Sell
69,175
-7,275
-10% -$299K 1.52% 16
2018
Q2 		$3.06M Buy
76,450
+9,540
+14% +$395K 1.81% 13
2018
Q1 		$2.8M Buy
66,910
+7,190
+12% +$311K 1.72% 13
2017
Q4 		$2.47M Buy
+59,720
New +$2.42M 1.53% 15

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
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 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

Sterling Investment Advisors (Pennsylvania)'s ROBO Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 805 shares — an estimated $36K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ROBO in Q4 2017 and held it in 19 quarters. The position peaked at $3.06M in Q2 2018. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 805 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $36K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 19 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s ROBO Global Robotics & Automation Index ETF position peaked at $3.06M in Q2 2018.
  • 186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.