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Freestone Capital Holdings’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-1,190
Closed -$39.4K – 479
2020
Q4 		$39.4K Hold
1,190
– – ﹤0.01% 616
2020
Q3 		$33.2K Buy
+1,190
New +$31.4K ﹤0.01% 556

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PNC Financial Services Group
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NM
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Freestone Capital Holdings's BOTZ Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2021, closing a stake of 1,190 shares — an estimated $39.4K sold.

Freestone Capital Holdings first reported a position in BOTZ in Q3 2020 and held it in 2 quarters. The position peaked at $39.4K in Q4 2020. 258 funds tracked by Wall St. Rank hold BOTZ as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,190 Global X Robotics & Artificial Intelligence ETF shares in Q1 2021, an estimated $39.4K.
  • Freestone Capital Holdings first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Global X Robotics & Artificial Intelligence ETF position peaked at $39.4K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.