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

Stone House 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
2024
Q1 		– Sell
-40
Closed -$2.29K – 435
2023
Q4 		$2.29K Sell
40
-47
-54% -$2.4K ﹤0.01% 255
2023
Q3 		$4.38K Hold
87
– – ﹤0.01% 210
2023
Q2 		$5.09K Buy
87
+40
+85% +$2.2K ﹤0.01% 202
2023
Q1 		$2.57K Buy
+47
New +$2.45K ﹤0.01% 234
2019
Q2 		– Sell
-140
Closed -$5K – 162
2019
Q1 		$5K Buy
+140
New +$5.17K ﹤0.01% 185

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stone House Investment Management's ROBO Position: Q1 2024 in Review

Stone House Investment Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 40 shares — an estimated $2.29K sold.

Stone House Investment Management first reported a position in ROBO in Q1 2019 and held it in 5 quarters. The position peaked at $5.09K in Q2 2023. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Stone House Investment Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • Stone House Investment Management sold 40 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $2.29K.
  • Stone House Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2019 and held it in 5 quarters.
  • Stone House Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $5.09K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Stone House Investment Management's 13F filing for Q1 2024, filed 15 May 2024.