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Stevard LLC’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Stevard LLC’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
2020
Q3 		– Sell
-9,291
Closed -$404K – 175
2020
Q2 		$404K Sell
9,291
-367
-4% -$14.6K 0.21% 78
2020
Q1 		$324K Sell
9,658
-871
-8% -$34.3K 0.21% 42
2019
Q4 		$442K Buy
+10,529
New +$424K 0.28% 34

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stevard LLC's ROBO Position: Q3 2020 in Review

Stevard LLC sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2020, closing a stake of 9,291 shares — an estimated $404K sold.

Stevard LLC first reported a position in ROBO in Q4 2019 and held it in 3 quarters. The position peaked at $442K in Q4 2019. 169 funds tracked by Wall St. Rank hold ROBO as of Q3 2020.

  • Stevard LLC reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2020 after selling out during the quarter.
  • Stevard LLC sold 9,291 ROBO Global Robotics & Automation Index ETF shares in Q3 2020, an estimated $404K.
  • Stevard LLC first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 3 quarters.
  • Stevard LLC's ROBO Global Robotics & Automation Index ETF position peaked at $442K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2020.

Based on Stevard LLC's 13F filing for Q3 2020, filed 12 Nov 2020.