Avitas Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Avitas Wealth 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
2022 Q1	–	Sell	-7,972	Closed	-$287K	–	196
2021 Q4	$287K	Sell	7,972 -141	-2%	-$5.2K	0.05%	173
2021 Q3	$297K	Sell	8,113 -100	-1%	-$3.59K	0.05%	182
2021 Q2	$287K	Buy	8,213 +92	+1%	+$3.16K	0.05%	192
2021 Q1	$269K	Sell	8,121 -1,857	-19%	-$63.5K	0.05%	203
2020 Q4	$331K	Buy	9,978 +1,767	+22%	+$54K	0.07%	197
2020 Q3	$229K	Buy	+8,211	New	+$216K	0.06%	178
2019 Q3	–	Sell	-13,321	Closed	-$276K	–	173
2019 Q2	$276K	Buy	13,321 +279	+2%	+$5.7K	0.08%	161
2019 Q1	$262K	Buy	13,042 +15	+0.1%	+$284	0.08%	156
2018 Q4	$218K	Buy	+13,027	New	+$253K	0.07%	148

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

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

MTWSIF

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

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Avitas Wealth Management's BOTZ Position: Q1 2022 in Review

Avitas Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 7,972 shares — an estimated $287K sold.

Avitas Wealth Management first reported a position in BOTZ in Q4 2018 and held it in 9 quarters. The position peaked at $331K in Q4 2020. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

Avitas Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
Avitas Wealth Management sold 7,972 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $287K.
Avitas Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and held it in 9 quarters.
Avitas Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $331K in Q4 2020.
275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.