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ShoreHaven Wealth Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-1,341
Closed -$44K – 91
2021
Q1 		$44K Hold
1,341
– – 0.02% 125
2020
Q4 		$44K Buy
+1,341
New +$41K 0.02% 113

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

ShoreHaven Wealth Partners's BOTZ Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2021, closing a stake of 1,341 shares — an estimated $44K sold.

ShoreHaven Wealth Partners first reported a position in BOTZ in Q4 2020 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 280 funds tracked by Wall St. Rank hold BOTZ as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,341 Global X Robotics & Artificial Intelligence ETF shares in Q2 2021, an estimated $44K.
  • ShoreHaven Wealth Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $44K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.