Weaver Consulting Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-293	Closed	-$14K	–	723
2020 Q3	$14K	Hold	293	–	–	0.01%	477
2020 Q2	$13K	Hold	293	–	–	0.01%	472
2020 Q1	$10K	Sell	293 -546	-65%	-$21.5K	0.01%	447
2019 Q4	$32K	Hold	839	–	–	0.02%	299
2019 Q3	$33K	Hold	839	–	–	0.02%	273
2019 Q2	$34K	Hold	839	–	–	0.02%	262
2019 Q1	$32K	Buy	+839	New	+$31K	0.01%	585

Other funds holding ROBO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Weaver Consulting Group's ROBO Position: Q4 2020 in Review

Weaver Consulting Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2020, closing a stake of 293 shares — an estimated $14K sold.

Weaver Consulting Group first reported a position in ROBO in Q1 2019 and held it in 7 quarters. The position peaked at $34K in Q2 2019. 204 funds tracked by Wall St. Rank hold ROBO as of Q4 2020.

Weaver Consulting Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 293 ROBO Global Robotics & Automation Index ETF shares in Q4 2020, an estimated $14K.
Weaver Consulting Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's ROBO Global Robotics & Automation Index ETF position peaked at $34K in Q2 2019.
204 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.