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Tradition Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Tradition Wealth 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
2021
Q1 		– Sell
-50
Closed -$3K – 982
2020
Q4 		$3K Buy
+50
New +$2.71K ﹤0.01% 908

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tradition Wealth Management's ROBO Position: Q1 2021 in Review

Tradition Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in ROBO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 219 funds tracked by Wall St. Rank hold ROBO as of Q1 2021.

  • Tradition Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 50 ROBO Global Robotics & Automation Index ETF shares in Q1 2021, an estimated $3K.
  • Tradition Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $3K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.