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Polaris Wealth Advisory Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-465
Closed -$11K – 180
2018
Q3 		$11K Buy
+465
New +$10.4K ﹤0.01% 394

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
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Polaris Wealth Advisory Group's BOTZ Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2018, closing a stake of 465 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in BOTZ in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 158 funds tracked by Wall St. Rank hold BOTZ as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 465 Global X Robotics & Artificial Intelligence ETF shares in Q4 2018, an estimated $11K.
  • Polaris Wealth Advisory Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Global X Robotics & Artificial Intelligence ETF position peaked at $11K in Q3 2018.
  • 158 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.