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Blue Zone Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Blue Zone Wealth Advisors’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
-8,580
Closed -$308K – 99
2021
Q4 		$308K Hold
8,580
– – 0.1% 88
2021
Q3 		$314K Buy
+8,580
New +$308K 0.11% 87

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
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
NM
NWI Management New York $2.16B AUM 62.95% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Blue Zone Wealth Advisors's BOTZ Position: Q1 2022 in Review

Blue Zone Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 8,580 shares — an estimated $308K sold.

Blue Zone Wealth Advisors first reported a position in BOTZ in Q3 2021 and held it in 2 quarters. The position peaked at $314K in Q3 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

  • Blue Zone Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 8,580 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $308K.
  • Blue Zone Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and held it in 2 quarters.
  • Blue Zone Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $314K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.