WAM
RBOT

Werlinich Asset Management’s Vicarious Surgical RBOT Stock Holding History

Werlinich Asset Management’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,638
Closed -$112K – 58
2023
Q1 		$112K Sell
1,638
-23
-1% -$1.79K 0.1% 55
2022
Q4 		$101K Sell
1,661
-43
-3% -$4K 0.09% 56
2022
Q3 		$171K Sell
1,704
-34
-2% -$3.96K 0.18% 55
2022
Q2 		$153K Sell
1,738
-183
-10% -$22.4K 0.14% 55
2022
Q1 		$292K Buy
1,921
+60
+3% +$11.2K 0.22% 54
2021
Q4 		$593K Buy
+1,861
New +$656K 0.43% 52

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HVCM
Hel Ved Capital Management Central, Hong Kong $844M AUM 191.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Werlinich Asset Management's RBOT Position: Q2 2023 in Review

Werlinich Asset Management sold out of Vicarious Surgical (RBOT) in Q2 2023, closing a stake of 1,638 shares — an estimated $112K sold.

Werlinich Asset Management first reported a position in RBOT in Q4 2021 and held it in 6 quarters. The position peaked at $593K in Q4 2021. 74 funds tracked by Wall St. Rank hold RBOT as of Q2 2023.

  • Werlinich Asset Management reported no remaining Vicarious Surgical position as of Q2 2023 after selling out during the quarter.
  • Werlinich Asset Management sold 1,638 Vicarious Surgical shares in Q2 2023, an estimated $112K.
  • Werlinich Asset Management first reported a position in Vicarious Surgical in Q4 2021 and held it in 6 quarters.
  • Werlinich Asset Management's Vicarious Surgical position peaked at $593K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Vicarious Surgical as of Q2 2023.

Based on Werlinich Asset Management's 13F filing for Q2 2023, filed 13 Nov 2023.