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TS Financial Group (TSFG)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

TS Financial Group (TSFG)’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
-155
Closed -$9K – 887
2023
Q4 		$9K Hold
155
– – ﹤0.01% 533
2023
Q3 		$8K Hold
155
– – ﹤0.01% 571
2023
Q2 		$9K Hold
155
– – ﹤0.01% 555
2023
Q1 		$8K Hold
155
– – ﹤0.01% 572
2022
Q4 		$7K Hold
155
– – ﹤0.01% 594
2022
Q3 		$6K Hold
155
– – ﹤0.01% 613
2022
Q2 		$7K Hold
155
– – ﹤0.01% 595
2022
Q1 		$9K Buy
155
+75
+94% +$4.57K ﹤0.01% 562
2021
Q4 		$6K Hold
80
– – ﹤0.01% 648
2021
Q3 		$5K Buy
+80
New +$5.32K ﹤0.01% 662

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

TS Financial Group (TSFG)'s ROBO Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 155 shares — an estimated $9K sold.

TS Financial Group (TSFG) first reported a position in ROBO in Q3 2021 and held it in 10 quarters. The position peaked at $9K in Q4 2023. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 155 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $9K.
  • TS Financial Group (TSFG) first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2021 and held it in 10 quarters.
  • TS Financial Group (TSFG)'s ROBO Global Robotics & Automation Index ETF position peaked at $9K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.