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Bourgeon Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-117
Closed -$3.34K – 141
2023
Q4 		$3.34K Hold
117
– – ﹤0.01% 285
2023
Q3 		$2.9K Hold
117
– – ﹤0.01% 276
2023
Q2 		$3.36K Buy
+117
New +$3.1K ﹤0.01% 285

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2024, closing a stake of 117 shares — an estimated $3.34K sold.

Bourgeon Capital Management first reported a position in BOTZ in Q2 2023 and held it in 3 quarters. The position peaked at $3.36K in Q2 2023. 365 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 117 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $3.34K.
  • Bourgeon Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $3.36K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

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