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

tru Independence’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
-208
Closed -$9 – 739
2020
Q2 		$9 Hold
208
– – ﹤0.01% 613
2020
Q1 		$7 Hold
208
– – ﹤0.01% 486
2019
Q4 		$7K Buy
+208
New +$8.38K ﹤0.01% 623

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

tru Independence's ROBO Position: Q3 2020 in Review

tru Independence sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2020, closing a stake of 208 shares — an estimated $9 sold.

tru Independence first reported a position in ROBO in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 169 funds tracked by Wall St. Rank hold ROBO as of Q3 2020.

  • tru Independence reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 208 ROBO Global Robotics & Automation Index ETF shares in Q3 2020, an estimated $9.
  • tru Independence first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 3 quarters.
  • tru Independence's ROBO Global Robotics & Automation Index ETF position peaked at $7K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.