MPA
BOTZ icon

Marvin & Palmer Associates’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Marvin & Palmer Associates’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
2023
Q3 		– Sell
-369,584
Closed -$10.6M – 26
2023
Q2 		$10.6M Buy
+369,584
New +$9.8M 4.79% 4

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Marvin & Palmer Associates's BOTZ Position: Q3 2023 in Review

Marvin & Palmer Associates sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 369,584 shares — an estimated $10.6M sold.

Marvin & Palmer Associates first reported a position in BOTZ in Q2 2023 and held it in 1 quarter. The position peaked at $10.6M in Q2 2023. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

  • Marvin & Palmer Associates reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
  • Marvin & Palmer Associates sold 369,584 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $10.6M.
  • Marvin & Palmer Associates first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and held it in 1 quarter.
  • Marvin & Palmer Associates's Global X Robotics & Artificial Intelligence ETF position peaked at $10.6M in Q2 2023.
  • 307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Marvin & Palmer Associates's 13F filing for Q3 2023, filed 13 Nov 2023.