L.J. Altfest & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

L.J. Altfest & Co’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 Q3	–	Sell	-8,990	Closed	-$314K	–	257
2021 Q2	$314K	Hold	8,990	–	–	0.07%	201
2021 Q1	$298K	Hold	8,990	–	–	0.07%	206
2020 Q4	$298K	Sell	8,990 -100	-1%	-$3.06K	0.07%	200
2020 Q3	$253K	Sell	9,090 -4,120	-31%	-$109K	0.07%	187
2020 Q2	$315K	Sell	13,210 -2,266	-15%	-$48.6K	0.09%	156
2020 Q1	$281K	Sell	15,476 -7,695	-33%	-$159K	0.09%	141
2019 Q4	$507K	Sell	23,171 -3,280	-12%	-$69.3K	0.13%	109
2019 Q3	$530K	Sell	26,451 -8,834	-25%	-$173K	0.14%	97
2019 Q2	$732K	Sell	35,285 -201,666	-85%	-$4.12M	0.19%	85
2019 Q1	$4.76M	Buy	236,951 +21,685	+10%	+$410K	1.16%	17
2018 Q4	$3.6M	Buy	+215,266	New	+$4.18M	1.01%	18

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

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

MTWSIF

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

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

L.J. Altfest & Co's BOTZ Position: Q3 2021 in Review

L.J. Altfest & Co sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2021, closing a stake of 8,990 shares — an estimated $314K sold.

L.J. Altfest & Co first reported a position in BOTZ in Q4 2018 and held it in 11 quarters. The position peaked at $4.76M in Q1 2019. 284 funds tracked by Wall St. Rank hold BOTZ as of Q3 2021.

L.J. Altfest & Co reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2021 after selling out during the quarter.
L.J. Altfest & Co sold 8,990 Global X Robotics & Artificial Intelligence ETF shares in Q3 2021, an estimated $314K.
L.J. Altfest & Co first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and held it in 11 quarters.
L.J. Altfest & Co's Global X Robotics & Artificial Intelligence ETF position peaked at $4.76M in Q1 2019.
284 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2021.

Based on L.J. Altfest & Co's 13F filing for Q3 2021, filed 12 Oct 2021.