RCM
BOTZ icon

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

Richardson 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
-1,680
Closed -$53.4K – 186
2024
Q1 		$53.4K Buy
+1,680
New +$50.6K 0.04% 60

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

Richardson Capital Management's BOTZ Position: Q2 2024 in Review

Richardson Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 1,680 shares — an estimated $53.4K sold.

Richardson Capital Management first reported a position in BOTZ in Q1 2024 and held it in 1 quarter. The position peaked at $53.4K in Q1 2024. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

  • Richardson Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
  • Richardson Capital Management sold 1,680 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $53.4K.
  • Richardson Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and held it in 1 quarter.
  • Richardson Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $53.4K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Richardson Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.