Greenwood Capital Associates’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Greenwood Capital Associates’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
2024 Q2	–	Sell	-66,577	Closed	-$2.12M	–	231
2024 Q1	$2.12M	Buy	+66,577	New	+$2M	0.28%	85
2023 Q4	–	Sell	-86,022	Closed	-$2.13M	–	247
2023 Q3	$2.13M	Buy	86,022 +27,620	+47%	+$745K	0.31%	83
2023 Q2	$1.68M	Buy	58,402 +136	+0.2%	+$3.61K	0.24%	91
2023 Q1	$1.49M	Buy	+58,266	New	+$1.37M	0.21%	99
2022 Q1	–	Sell	-70,419	Closed	-$2.53M	–	212
2021 Q4	$2.53M	Sell	70,419 -16,905	-19%	-$623K	0.36%	64
2021 Q3	$3.19M	Buy	+87,324	New	+$3.13M	0.49%	59
2021 Q1	–	Sell	-57,793	Closed	-$1.92M	–	216
2020 Q4	$1.92M	Sell	57,793 -75,587	-57%	-$2.31M	0.32%	70
2020 Q3	$3.72M	Sell	133,380 -94,570	-41%	-$2.49M	0.72%	50
2020 Q2	$5.44M	Buy	227,950 +138,573	+155%	+$2.97M	1.24%	31
2020 Q1	$1.62M	Buy	+89,377	New	+$1.84M	0.48%	56
2019 Q2	–	Sell	-10,710	Closed	-$215K	–	178
2019 Q1	$215K	Buy	+10,710	New	+$202K	0.06%	156

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Greenwood Capital Associates's BOTZ Position: Q2 2024 in Review

Greenwood Capital Associates sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 66,577 shares — an estimated $2.12M sold.

Greenwood Capital Associates first reported a position in BOTZ in Q1 2019 and held it in 11 quarters. The position peaked at $5.44M in Q2 2020. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

Greenwood Capital Associates reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
Greenwood Capital Associates sold 66,577 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $2.12M.
Greenwood Capital Associates first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and held it in 11 quarters.
Greenwood Capital Associates's Global X Robotics & Artificial Intelligence ETF position peaked at $5.44M in Q2 2020.
368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Greenwood Capital Associates's 13F filing for Q2 2024, filed 8 Aug 2024.