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WFA Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

WFA Asset Management’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
-202
Closed -$11.6K – 257
2023
Q4 		$11.6K Hold
202
– – 0.01% 169
2023
Q3 		$10.2K Hold
202
– – 0.01% 177
2023
Q2 		$11.8K Hold
202
– – 0.01% 176
2023
Q1 		$11.1K Hold
202
– – 0.01% 170
2022
Q4 		$9.37K Hold
202
– – 0.01% 158
2022
Q3 		$8.36K Hold
202
– – 0.01% 163
2022
Q2 		$9.09K Hold
202
– – 0.01% 151
2022
Q1 		$11.8K Hold
202
– – 0.01% 148
2021
Q4 		$14.2K Buy
+202
New +$13.8K 0.01% 138

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

WFA Asset Management's ROBO Position: Q1 2024 in Review

WFA Asset Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 202 shares — an estimated $11.6K sold.

WFA Asset Management first reported a position in ROBO in Q4 2021 and held it in 9 quarters. The position peaked at $14.2K in Q4 2021. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • WFA Asset Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • WFA Asset Management sold 202 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $11.6K.
  • WFA Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 9 quarters.
  • WFA Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $14.2K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on WFA Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.