CWA
BOTZ icon

Clarus Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-710
Closed -$15K – 191
2019
Q2 		$15K Hold
710
– – 0.01% 395
2019
Q1 		$14K Buy
710
+10
+1% +$189 0.01% 468
2018
Q4 		$12K Sell
700
-500
-42% -$9.71K 0.02% 471
2018
Q3 		$27K Buy
+1,200
New +$26.8K 0.02% 388

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clarus Wealth Advisors's BOTZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2019, closing a stake of 710 shares — an estimated $15K sold.

Clarus Wealth Advisors first reported a position in BOTZ in Q3 2018 and held it in 4 quarters. The position peaked at $27K in Q3 2018. 164 funds tracked by Wall St. Rank hold BOTZ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 710 Global X Robotics & Artificial Intelligence ETF shares in Q3 2019, an estimated $15K.
  • Clarus Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $27K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.