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

TCWP’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
Q2 		– Sell
-1,415
Closed -$82K – 1423
2022
Q1 		$82K Buy
+1,415
New +$86.1K 0.01% 392

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCWP's ROBO Position: Q2 2022 in Review

TCWP sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2022, closing a stake of 1,415 shares — an estimated $82K sold.

TCWP first reported a position in ROBO in Q1 2022 and held it in 1 quarter. The position peaked at $82K in Q1 2022. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

  • TCWP reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 1,415 ROBO Global Robotics & Automation Index ETF shares in Q2 2022, an estimated $82K.
  • TCWP first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's ROBO Global Robotics & Automation Index ETF position peaked at $82K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.