LWM
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Liberty Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Liberty 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
Q4 		– Sell
-3,361
Closed -$123K – 285
2021
Q3 		$123K Buy
+3,361
New +$121K 0.04% 247

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Wealth Management's BOTZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2021, closing a stake of 3,361 shares — an estimated $123K sold.

Liberty Wealth Management first reported a position in BOTZ in Q3 2021 and held it in 1 quarter. The position peaked at $123K in Q3 2021. 320 funds tracked by Wall St. Rank hold BOTZ as of Q4 2021.

  • Liberty Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,361 Global X Robotics & Artificial Intelligence ETF shares in Q4 2021, an estimated $123K.
  • Liberty Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $123K in Q3 2021.
  • 320 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.