Wilbanks Smith & Thomas Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wilbanks Smith & Thomas 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
2022 Q3	–	Sell	-20,366	Closed	-$915K	–	491
2022 Q2	$915K	Buy	20,366 +2,233	+12%	+$112K	0.04%	226
2022 Q1	$920K	Buy	18,133 +608	+3%	+$37K	0.04%	224
2021 Q4	$1.23M	Sell	17,525 -1,664	-9%	-$114K	0.04%	218
2021 Q3	$1.24M	Buy	19,189 +157	+0.8%	+$10.4K	0.05%	199
2021 Q2	$1.24M	Buy	+19,032	New	+$1.22M	0.05%	205
2018 Q4	–	Sell	-239	Closed	-$10K	–	1102
2018 Q3	$10K	Buy	+239	New	+$9.84K	﹤0.01%	1055

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

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

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

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

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

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

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

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

Wilbanks Smith & Thomas Asset Management's ROBO Position: Q3 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 20,366 shares — an estimated $915K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ROBO in Q3 2018 and held it in 6 quarters. The position peaked at $1.24M in Q2 2021. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 20,366 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $915K.
Wilbanks Smith & Thomas Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2018 and held it in 6 quarters.
Wilbanks Smith & Thomas Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $1.24M in Q2 2021.
186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.