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

Baystate 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
2023 Q4	$25.5K	Hold	895	–	–	﹤0.01%	509
2023 Q3	$22.1K	Buy	895 +517	+137%	+$13.9K	﹤0.01%	461
2023 Q2	$10.9K	Sell	378 -29	-7%	-$769	﹤0.01%	555
2023 Q1	$10.4K	Hold	407	–	–	﹤0.01%	562
2022 Q4	$8K	Hold	407	–	–	﹤0.01%	607
2022 Q3	$7K	Buy	407 +1	+0.2%	+$21	﹤0.01%	592
2022 Q2	$8K	Hold	406	–	–	﹤0.01%	597
2022 Q1	$12K	Buy	406 +43	+12%	+$1.28K	﹤0.01%	537
2021 Q4	$13K	Hold	363	–	–	﹤0.01%	522
2021 Q3	$13K	Hold	363	–	–	﹤0.01%	490
2021 Q2	$13K	Buy	+363	New	+$12.5K	﹤0.01%	476
2019 Q3	–	Sell	-1,553	Closed	-$33K	–	579
2019 Q2	$33K	Hold	1,553	–	–	﹤0.01%	257
2019 Q1	$33K	Hold	1,553	–	–	﹤0.01%	256
2018 Q4	$29K	Buy	1,553 +22	+1%	+$427	﹤0.01%	268
2018 Q3	$31K	Hold	1,531	–	–	0.01%	254
2018 Q2	$33K	Hold	1,531	–	–	﹤0.01%	236
2018 Q1	$37K	Buy	+1,531	New	+$38.5K	0.01%	222

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

PCM

Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return

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

Baystate Wealth Management's BOTZ Position: Q4 2023 in Review

Baystate Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q4 2023 at 895 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Baystate Wealth Management first reported a position in BOTZ in Q1 2018 and has held it in 17 quarters since. The position peaked at $37K in Q1 2018. 326 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

Baystate Wealth Management held 895 shares of Global X Robotics & Artificial Intelligence ETF worth $25.5K as of Q4 2023.
Baystate Wealth Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q4 2023.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #509 holding.
Baystate Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 17 quarters since.
Baystate Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $37K in Q1 2018.
326 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.