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Cary Street Partners Investment Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-195
Closed -$4.82K – 772
2023
Q3 		$4.82K Buy
+195
New +$5.26K ﹤0.01% 1494

Other funds holding BOTZ

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Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return

Cary Street Partners Investment Advisory's BOTZ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 195 shares — an estimated $4.82K sold.

Cary Street Partners Investment Advisory first reported a position in BOTZ in Q3 2023 and held it in 1 quarter. The position peaked at $4.82K in Q3 2023. 326 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 195 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $4.82K.
  • Cary Street Partners Investment Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $4.82K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.