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Brown Shipley & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Brown Shipley & Co’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
Q3 		– Sell
-1,910
Closed -$54.9K – 101
2023
Q2 		$54.9K Hold
1,910
– – 0.02% 83
2023
Q1 		$48.7K Buy
+1,910
New +$44.9K 0.03% 75

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Brown Shipley & Co's BOTZ Position: Q3 2023 in Review

Brown Shipley & Co sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 1,910 shares — an estimated $54.9K sold.

Brown Shipley & Co first reported a position in BOTZ in Q1 2023 and held it in 2 quarters. The position peaked at $54.9K in Q2 2023. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

  • Brown Shipley & Co reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
  • Brown Shipley & Co sold 1,910 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $54.9K.
  • Brown Shipley & Co first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and held it in 2 quarters.
  • Brown Shipley & Co's Global X Robotics & Artificial Intelligence ETF position peaked at $54.9K in Q2 2023.
  • 307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Brown Shipley & Co's 13F filing for Q3 2023, filed 21 Nov 2023.