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Clear Creek Financial Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Clear Creek Financial 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
2020
Q3 		– Sell
-13,995
Closed -$334K – 106
2020
Q2 		$334K Buy
13,995
+1
+0% +$21 0.09% 167
2020
Q1 		$272K Sell
13,994
-100
-0.7% -$2.06K 0.1% 125
2019
Q4 		$320K Buy
14,094
+102
+0.7% +$2.15K 0.13% 88
2019
Q3 		$299K Sell
13,992
-68
-0.5% -$1.33K 0.14% 83
2019
Q2 		$293K Buy
+14,060
New +$287K 0.13% 90

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clear Creek Financial Management's BOTZ Position: Q3 2020 in Review

Clear Creek Financial Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2020, closing a stake of 13,995 shares — an estimated $334K sold.

Clear Creek Financial Management first reported a position in BOTZ in Q2 2019 and held it in 5 quarters. The position peaked at $334K in Q2 2020. 197 funds tracked by Wall St. Rank hold BOTZ as of Q3 2020.

  • Clear Creek Financial Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 13,995 Global X Robotics & Artificial Intelligence ETF shares in Q3 2020, an estimated $334K.
  • Clear Creek Financial Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2019 and held it in 5 quarters.
  • Clear Creek Financial Management's Global X Robotics & Artificial Intelligence ETF position peaked at $334K in Q2 2020.
  • 197 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2020.

Based on Clear Creek Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.