Pathstone Family Office’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Pathstone Family Office’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 Q3	–	Sell	-6,161	Closed	-$216K	–	867
2021 Q2	$216K	Buy	+6,161	New	+$211K	0.01%	748
2021 Q1	–	Sell	-267	Closed	-$9K	–	749
2020 Q4	$9K	Hold	267	–	–	﹤0.01%	884
2020 Q3	$7K	Hold	267	–	–	﹤0.01%	634
2020 Q2	$7K	Hold	267	–	–	﹤0.01%	548
2020 Q1	$4K	Buy	+267	New	+$5.5K	﹤0.01%	628

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Family Office's BOTZ Position: Q3 2021 in Review

Pathstone Family Office sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2021, closing a stake of 6,161 shares — an estimated $216K sold.

Pathstone Family Office first reported a position in BOTZ in Q1 2020 and held it in 5 quarters. The position peaked at $216K in Q2 2021. 284 funds tracked by Wall St. Rank hold BOTZ as of Q3 2021.

Pathstone Family Office reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2021 after selling out during the quarter.
Pathstone Family Office sold 6,161 Global X Robotics & Artificial Intelligence ETF shares in Q3 2021, an estimated $216K.
Pathstone Family Office first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2020 and held it in 5 quarters.
Pathstone Family Office's Global X Robotics & Artificial Intelligence ETF position peaked at $216K in Q2 2021.
284 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2021.

Based on Pathstone Family Office's 13F filing for Q3 2021, filed 16 Nov 2021.