Anchor Investment Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Anchor Investment Management’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-175	Closed	-$5.03K	–	974
2023 Q2	$5.03K	Buy	+175	New	+$4.64K	﹤0.01%	824
2021 Q2	–	Sell	-244	Closed	-$8.09K	–	948
2021 Q1	$8.09K	Hold	244	–	–	﹤0.01%	731
2020 Q4	$8.09K	Hold	244	–	–	﹤0.01%	696
2020 Q3	$6.8K	Hold	244	–	–	﹤0.01%	697
2020 Q2	$5.82K	Buy	+244	New	+$5.23K	﹤0.01%	691

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Anchor Investment Management's BOTZ Position: Q3 2023 in Review

Anchor Investment Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 175 shares — an estimated $5.03K sold.

Anchor Investment Management first reported a position in BOTZ in Q2 2020 and held it in 5 quarters. The position peaked at $8.09K in Q1 2021. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

Anchor Investment Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
Anchor Investment Management sold 175 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $5.03K.
Anchor Investment Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and held it in 5 quarters.
Anchor Investment Management's Global X Robotics & Artificial Intelligence ETF position peaked at $8.09K in Q1 2021.
307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.