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Carroll Financial Associates’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Carroll Financial Associates’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
Q4 		$262K Buy
7,130
+161
+2% +$5.93K 0.01% 343
2021
Q3 		$254K Sell
6,969
-28
-0.4% -$1K 0.01% 348
2021
Q2 		$244K Sell
6,997
-424
-6% -$14.5K 0.01% 369
2021
Q1 		$245K Sell
7,421
-187
-2% -$6.4K 0.02% 361
2020
Q4 		$252K Buy
7,608
+735
+11% +$22.5K 0.02% 324
2020
Q3 		$191K Buy
6,873
+487
+8% +$12.8K 0.01% 350
2020
Q2 		$152K Buy
6,386
+101
+2% +$2.17K 0.01% 380
2020
Q1 		$114K Buy
6,285
+36
+0.6% +$742 0.01% 396
2019
Q4 		$136K Buy
6,249
+387
+7% +$8.17K 0.01% 436
2019
Q3 		$117K Buy
5,862
+1,887
+47% +$36.9K 0.01% 471
2019
Q2 		$82K Buy
3,975
+1,782
+81% +$36.4K 0.01% 523
2019
Q1 		$44K Hold
2,193
– – ﹤0.01% 591
2018
Q4 		$37K Sell
2,193
-528
-19% -$10.3K ﹤0.01% 540
2018
Q3 		$62K Hold
2,721
– – 0.01% 463
2018
Q2 		$59K Sell
2,721
-200
-7% -$4.67K 0.01% 463
2018
Q1 		$70K Buy
+2,921
New +$73.5K 0.01% 437

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carroll Financial Associates's BOTZ Position: Q4 2021 in Review

Carroll Financial Associates increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.3% in Q4 2021, buying an estimated $5.93K and bringing the position to 7,130 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #343.

Carroll Financial Associates first reported a position in BOTZ in Q1 2018 and has held it in 16 quarters since. 320 funds tracked by Wall St. Rank hold BOTZ as of Q4 2021.

  • Carroll Financial Associates held 7,130 shares of Global X Robotics & Artificial Intelligence ETF worth $262K as of Q4 2021.
  • Carroll Financial Associates bought 161 Global X Robotics & Artificial Intelligence ETF shares in Q4 2021, an estimated $5.93K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #343 holding.
  • Carroll Financial Associates first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 16 quarters since.
  • 320 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.