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

Tidal Investments’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
-4,627
Closed -$298K – 1052
2021
Q3 		$298K Sell
4,627
-462
-9% -$30.7K 0.01% 688
2021
Q2 		$332K Sell
5,089
-3,379
-40% -$216K 0.01% 540
2021
Q1 		$538K Buy
8,468
+820
+11% +$53.9K 0.03% 277
2020
Q4 		$465K Sell
7,648
-16
-0.2% -$866 0.03% 244
2020
Q3 		$369K Buy
7,664
+913
+14% +$42.7K 0.05% 178
2020
Q2 		$293K Sell
6,751
-6,860
-50% -$273K 0.04% 229
2020
Q1 		$457K Buy
13,611
+1,966
+17% +$77.4K 0.14% 126
2019
Q4 		$489K Sell
11,645
-1,075
-8% -$43.3K 0.21% 104
2019
Q3 		$487K Buy
12,720
+693
+6% +$26.2K 0.22% 98
2019
Q2 		$480K Sell
12,027
-1,080
-8% -$42.4K 0.26% 84
2019
Q1 		$507K Sell
13,107
-5,830
-31% -$215K 0.34% 73
2018
Q4 		$616K Buy
+18,937
New +$686K 0.47% 64

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

Tidal Investments's ROBO Position: Q4 2021 in Review

Tidal Investments sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2021, closing a stake of 4,627 shares — an estimated $298K sold.

Tidal Investments first reported a position in ROBO in Q4 2018 and held it in 12 quarters. The position peaked at $616K in Q4 2018. 253 funds tracked by Wall St. Rank hold ROBO as of Q4 2021.

  • Tidal Investments reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2021 after selling out during the quarter.
  • Tidal Investments sold 4,627 ROBO Global Robotics & Automation Index ETF shares in Q4 2021, an estimated $298K.
  • Tidal Investments first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and held it in 12 quarters.
  • Tidal Investments's ROBO Global Robotics & Automation Index ETF position peaked at $616K in Q4 2018.
  • 253 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2021.

Based on Tidal Investments's 13F filing for Q4 2021, filed 16 Feb 2022.