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Lee Financial Group Hawaii’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lee Financial Group Hawaii’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
Q1 		$9.23M Buy
290,209
+108,329
+60% +$3.26M 7.22% 4
2023
Q4 		$5.18M Sell
181,880
-3,557
-2% -$90.8K 4.41% 8
2023
Q3 		$4.58M Buy
185,437
+23,781
+15% +$642K 4.21% 8
2023
Q2 		$4.65M Buy
+161,656
New +$4.29M 4.25% 8

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial Group Hawaii's BOTZ Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 60% in Q1 2024, buying an estimated $3.26M and bringing the position to 290,209 shares worth $9.23M. The position accounts for 7.22% of the portfolio, ranked #4.

Lee Financial Group Hawaii first reported a position in BOTZ in Q2 2023 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

  • Lee Financial Group Hawaii held 290,209 shares of Global X Robotics & Artificial Intelligence ETF worth $9.23M as of Q1 2024.
  • Lee Financial Group Hawaii bought 108,329 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $3.26M.
  • Global X Robotics & Artificial Intelligence ETF made up 7.22% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #4 holding.
  • Lee Financial Group Hawaii first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 4 quarters since.
  • 365 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.