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Bourgeon Capital Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bourgeon Capital Management’s Portfolio AIQ Stock Details AIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-708
Closed -$22.1K – 121
2023
Q4 		$22.1K Hold
708
– – ﹤0.01% 202
2023
Q3 		$19.1K Buy
708
+358
+102% +$10.1K ﹤0.01% 200
2023
Q2 		$9.79K Buy
+350
New +$8.86K ﹤0.01% 253

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Bourgeon Capital Management's AIQ Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2024, closing a stake of 708 shares — an estimated $22.1K sold.

Bourgeon Capital Management first reported a position in AIQ in Q2 2023 and held it in 3 quarters. The position peaked at $22.1K in Q4 2023. 221 funds tracked by Wall St. Rank hold AIQ as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 708 Global X Artificial Intelligence & Technology ETF shares in Q1 2024, an estimated $22.1K.
  • Bourgeon Capital Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's Global X Artificial Intelligence & Technology ETF position peaked at $22.1K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.