Yahav Achim Ve Achayot - Provident Funds Management Company’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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 Q2	–	Sell	-28,365	Closed	-$1.53M	–	61
2023 Q1	$1.53M	Hold	28,365	–	–	1.51%	21
2022 Q4	$1.32M	Hold	28,365	–	–	1.25%	26
2022 Q3	$1.18M	Hold	28,365	–	–	1.14%	33
2022 Q2	$1.26M	Hold	28,365	–	–	1.13%	30
2022 Q1	$1.64M	Hold	28,365	–	–	1.26%	24
2021 Q4	$2M	Hold	28,365	–	–	1.44%	23
2021 Q3	$1.83M	Buy	+28,365	New	+$1.88M	1.44%	23

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Yahav Achim Ve Achayot - Provident Funds Management Company's ROBO Position: Q2 2023 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2023, closing a stake of 28,365 shares — an estimated $1.53M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in ROBO in Q3 2021 and held it in 7 quarters. The position peaked at $2M in Q4 2021. 222 funds tracked by Wall St. Rank hold ROBO as of Q2 2023.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2023 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 28,365 ROBO Global Robotics & Automation Index ETF shares in Q2 2023, an estimated $1.53M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2021 and held it in 7 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's ROBO Global Robotics & Automation Index ETF position peaked at $2M in Q4 2021.
222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2023.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q2 2023, filed 14 Aug 2023.