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Destination Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Destination Wealth 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
2023
Q3 		– Sell
-7,754
Closed -$223K – 212
2023
Q2 		$223K Sell
7,754
-842
-10% -$22.3K 0.01% 187
2023
Q1 		$219K Sell
8,596
-1,618
-16% -$38.1K 0.01% 195
2022
Q4 		$210K Sell
10,214
-2,273
-18% -$45.8K 0.01% 188
2022
Q3 		$226K Buy
12,487
+1,431
+13% +$30.2K 0.01% 176
2022
Q2 		$225K Sell
11,056
-1,002
-8% -$23.7K 0.01% 185
2022
Q1 		$350K Hold
12,058
– – 0.01% 150
2021
Q4 		$433K Hold
12,058
– – 0.02% 148
2021
Q3 		$441K Hold
12,058
– – 0.02% 132
2021
Q2 		$421K Buy
12,058
+1,499
+14% +$51.4K 0.02% 137
2021
Q1 		$350K Buy
10,559
+3,819
+57% +$131K 0.01% 142
2020
Q4 		$223K Buy
+6,740
New +$206K 0.01% 154
2020
Q3 		– Sell
-11,258
Closed -$269K – 144
2020
Q2 		$269K Hold
11,258
– – 0.01% 128
2020
Q1 		$204K Hold
11,258
– – 0.01% 159
2019
Q4 		$246K Hold
11,258
– – 0.01% 145
2019
Q3 		$225K Hold
11,258
– – 0.01% 133
2019
Q2 		$234K Hold
11,258
– – 0.01% 137
2019
Q1 		$226K Hold
11,258
– – 0.01% 137
2018
Q4 		$188K Hold
11,258
– – 0.01% 145
2018
Q3 		$258K Buy
11,258
+7,720
+218% +$172K 0.01% 139
2018
Q2 		$78K Buy
3,538
+3,505
+10,621% +$81.9K ﹤0.01% 217
2018
Q1 		$1K Buy
+33
New +$830 ﹤0.01% 526

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Destination Wealth Management's BOTZ Position: Q3 2023 in Review

Destination Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 7,754 shares — an estimated $223K sold.

Destination Wealth Management first reported a position in BOTZ in Q1 2018 and held it in 21 quarters. The position peaked at $441K in Q3 2021. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

  • Destination Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
  • Destination Wealth Management sold 7,754 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $223K.
  • Destination Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 21 quarters.
  • Destination Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $441K in Q3 2021.
  • 307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Destination Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.