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Barrett Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Barrett Asset 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
-125
Closed -$4K – 258
2021
Q4 		$4K Buy
+125
New +$4.61K ﹤0.01% 566

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Barrett Asset Management's BOTZ Position: Q1 2022 in Review

Barrett Asset Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 125 shares — an estimated $4K sold.

Barrett Asset Management first reported a position in BOTZ in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

  • Barrett Asset Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
  • Barrett Asset Management sold 125 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $4K.
  • Barrett Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 1 quarter.
  • Barrett Asset Management's Global X Robotics & Artificial Intelligence ETF position peaked at $4K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.