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Per Stirling Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Per Stirling Capital 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
2024
Q2 		– Sell
-13,162
Closed -$419K – 239
2024
Q1 		$419K Buy
+13,162
New +$396K 0.07% 160
2023
Q3 		– Sell
-15,076
Closed -$433K – 197
2023
Q2 		$433K Hold
15,076
– – 0.09% 135
2023
Q1 		$384K Buy
+15,076
New +$355K 0.08% 136

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Per Stirling Capital Management's BOTZ Position: Q2 2024 in Review

Per Stirling Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 13,162 shares — an estimated $419K sold.

Per Stirling Capital Management first reported a position in BOTZ in Q1 2023 and held it in 3 quarters. The position peaked at $433K in Q2 2023. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

  • Per Stirling Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
  • Per Stirling Capital Management sold 13,162 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $419K.
  • Per Stirling Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and held it in 3 quarters.
  • Per Stirling Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $433K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Per Stirling Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.