Vontobel Swiss Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Vontobel Swiss Wealth Advisors’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 Q2	$326K	Hold	5,000	–	–	0.17%	66
2021 Q1	$318K	Sell	5,000 -2,500	-33%	-$164K	0.18%	64
2020 Q4	$457K	Buy	+7,500	New	+$406K	0.26%	44
2020 Q3	–	Sell	-19,500	Closed	-$848K	–	80
2020 Q2	$848K	Hold	19,500	–	–	0.56%	39
2020 Q1	$655K	Sell	19,500 -130	-0.7%	-$5.12K	0.5%	45
2019 Q4	$824K	Sell	19,630 -2,325	-11%	-$93.7K	0.54%	48
2019 Q3	$842K	Sell	21,955 -1,000	-4%	-$37.8K	0.54%	54
2019 Q2	$917K	Buy	22,955 +15,044	+190%	+$590K	0.49%	60
2019 Q1	$297K	Sell	7,911 -8,470	-52%	-$313K	0.32%	42
2018 Q4	$518K	Sell	16,381 -5,100	-24%	-$185K	0.39%	44
2018 Q3	$874K	Buy	21,481 +5,115	+31%	+$211K	0.51%	43
2018 Q2	$655K	Buy	16,366 +756	+5%	+$31.3K	0.37%	43
2018 Q1	$653K	Hold	15,610	–	–	0.34%	46
2017 Q4	$645K	Sell	15,610 -8,115	-34%	-$329K	0.38%	41
2017 Q3	$918K	Buy	23,725 +9,550	+67%	+$348K	0.56%	35
2017 Q2	$486K	Buy	14,175 +5,935	+72%	+$200K	0.31%	46
2017 Q1	$265K	Buy	+8,240	New	+$255K	0.14%	57

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's ROBO Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2021 at 5,000 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #66.

Vontobel Swiss Wealth Advisors first reported a position in ROBO in Q1 2017 and has held it in 17 quarters since. The position peaked at $918K in Q3 2017. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

Vontobel Swiss Wealth Advisors held 5,000 shares of ROBO Global Robotics & Automation Index ETF worth $326K as of Q2 2021.
Vontobel Swiss Wealth Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2021.
ROBO Global Robotics & Automation Index ETF made up 0.17% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #66 holding.
Vontobel Swiss Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and has held it in 17 quarters since.
Vontobel Swiss Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $918K in Q3 2017.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.