HGWM
BOTZ icon

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
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 $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NM
NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return