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Old North State Trust’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Old North State Trust’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 		– Sell
-500
Closed -$18K – 152
2021
Q4 		$18K Hold
500
– – 0.01% 276
2021
Q3 		$18K Hold
500
– – 0.02% 252
2021
Q2 		$17K Buy
+500
New +$17.1K 0.01% 275

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Old North State Trust's BOTZ Position: Q1 2022 in Review

Old North State Trust sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 500 shares — an estimated $18K sold.

Old North State Trust first reported a position in BOTZ in Q2 2021 and held it in 3 quarters. The position peaked at $18K in Q4 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

  • Old North State Trust reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
  • Old North State Trust sold 500 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $18K.
  • Old North State Trust first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and held it in 3 quarters.
  • Old North State Trust's Global X Robotics & Artificial Intelligence ETF position peaked at $18K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Old North State Trust's 13F filing for Q1 2022, filed 2 May 2022.