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Lenox Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$1K Hold
31
– – ﹤0.01% 689
2021
Q4 		$1K Sell
31
-32
-51% -$1.18K ﹤0.01% 805
2021
Q3 		$2K Buy
+63
New +$2.26K ﹤0.01% 620

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lenox Wealth Advisors's BOTZ Position: Q1 2022 in Review

Lenox Wealth Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2022 at 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Lenox Wealth Advisors first reported a position in BOTZ in Q3 2021 and has held it in 3 quarters since. The position peaked at $2K in Q3 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

  • Lenox Wealth Advisors held 31 shares of Global X Robotics & Artificial Intelligence ETF worth $1K as of Q1 2022.
  • Lenox Wealth Advisors left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q1 2022.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #689 holding.
  • Lenox Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $2K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.