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

Harvest Group 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
2021 Q1	–	Sell	-900	Closed	-$30K	–	120
2020 Q4	$30K	Hold	900	–	–	0.02%	145
2020 Q3	$25K	Hold	900	–	–	0.02%	151
2020 Q2	$21K	Hold	900	–	–	0.02%	153
2020 Q1	$16K	Buy	900 +400	+80%	+$8.24K	0.02%	155
2019 Q4	$10K	Hold	500	–	–	0.01%	240
2019 Q3	$10K	Hold	500	–	–	0.01%	255
2019 Q2	$10K	Hold	500	–	–	0.01%	216
2019 Q1	$10K	Buy	+500	New	+$9.45K	0.01%	237

Other funds holding BOTZ

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

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

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

Harvest Group Wealth Management's BOTZ Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2021, closing a stake of 900 shares — an estimated $30K sold.

Harvest Group Wealth Management first reported a position in BOTZ in Q1 2019 and held it in 8 quarters. The position peaked at $30K in Q4 2020. 258 funds tracked by Wall St. Rank hold BOTZ as of Q1 2021.

Harvest Group Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 900 Global X Robotics & Artificial Intelligence ETF shares in Q1 2021, an estimated $30K.
Harvest Group Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $30K in Q4 2020.
258 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.