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CB
Community Bank’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Community Bank’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
Q2
–
Sell
-2,490
Closed
-$63.5K
–
439
2023
Q1
$63.5K
Sell
2,490
-5
-0.2%
-$118
0.01%
277
2022
Q4
$51.2K
Buy
+2,495
New
+$50.2K
0.01%
285
2021
Q3
–
Sell
-70,515
Closed
-$2.46M
–
477
2021
Q2
$2.46M
Sell
70,515
-8,238
-10%
-$283K
0.29%
88
2021
Q1
$2.61M
Sell
78,753
-4,802
-6%
-$164K
0.33%
83
2020
Q4
$2.77M
Buy
83,555
+8,980
+12%
+$275K
0.38%
68
2020
Q3
$2.08M
Buy
74,575
+5,830
+8%
+$154K
0.31%
77
2020
Q2
$1.64M
Sell
68,745
-1,240
-2%
-$26.6K
0.28%
84
2020
Q1
$1.27M
Buy
69,985
+10,200
+17%
+$210K
0.27%
84
2019
Q4
$1.31M
Sell
59,785
-3,000
-5%
-$63.4K
0.23%
91
2019
Q3
$1.26M
Buy
+62,785
New
+$1.23M
0.24%
93
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24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
PS
Portfolio Strategies
Monsey, New York
$811M AUM
28.91%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv, Israel
$766M AUM
73.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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