Gerber Kawasaki Wealth & Investment Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q3	–	Sell	-11,101	Closed	-$242K	–	240
2022 Q2	$242K	Sell	11,101 -381	-3%	-$9K	0.02%	213
2022 Q1	$333K	Sell	11,482 -13,958	-55%	-$416K	0.03%	195
2021 Q4	$914K	Sell	25,440 -6,268	-20%	-$231K	0.07%	120
2021 Q3	$1.16M	Sell	31,708 -2,403	-7%	-$86.2K	0.15%	66
2021 Q2	$1.19M	Sell	34,111 -8,712	-20%	-$299K	0.12%	93
2021 Q1	$1.42M	Buy	42,823 +29,363	+218%	+$1M	0.17%	82
2020 Q4	$445K	Buy	+13,460	New	+$412K	0.06%	119

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BOTZ Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2022, closing a stake of 11,101 shares — an estimated $242K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BOTZ in Q4 2020 and held it in 7 quarters. The position peaked at $1.42M in Q1 2021. 240 funds tracked by Wall St. Rank hold BOTZ as of Q3 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 11,101 Global X Robotics & Artificial Intelligence ETF shares in Q3 2022, an estimated $242K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 7 quarters.
Gerber Kawasaki Wealth & Investment Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.42M in Q1 2021.
240 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.