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

BerganKDV 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
2021
Q1 		– Sell
-100
Closed -$3K – 935
2020
Q4 		$3K Hold
100
– – ﹤0.01% 719
2020
Q3 		$3K Buy
+100
New +$2.64K ﹤0.01% 628

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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NM
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BerganKDV Wealth Management's BOTZ Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in BOTZ in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 258 funds tracked by Wall St. Rank hold BOTZ as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 100 Global X Robotics & Artificial Intelligence ETF shares in Q1 2021, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $3K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.