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WealthPLAN Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-35
Closed -$2.05K – 972
2023
Q2 		$2.05K Hold
35
– – ﹤0.01% 1073
2023
Q1 		$1.92K Buy
+35
New +$1.83K ﹤0.01% 1138

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's ROBO Position: Q3 2023 in Review

WealthPLAN Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2023, closing a stake of 35 shares — an estimated $2.05K sold.

WealthPLAN Partners first reported a position in ROBO in Q1 2023 and held it in 2 quarters. The position peaked at $2.05K in Q2 2023. 211 funds tracked by Wall St. Rank hold ROBO as of Q3 2023.

  • WealthPLAN Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 35 ROBO Global Robotics & Automation Index ETF shares in Q3 2023, an estimated $2.05K.
  • WealthPLAN Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's ROBO Global Robotics & Automation Index ETF position peaked at $2.05K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.