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Simon Quick Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Simon Quick Advisors’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
2019
Q4 		– Sell
-203
Closed -$4K – 658
2019
Q3 		$4K Hold
203
– – ﹤0.01% 312
2019
Q2 		$4.21K Hold
203
– – ﹤0.01% 294
2019
Q1 		$4K Hold
203
– – ﹤0.01% 364
2018
Q4 		$3K Buy
+203
New +$3.94K ﹤0.01% 301

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 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

Simon Quick Advisors's BOTZ Position: Q4 2019 in Review

Simon Quick Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2019, closing a stake of 203 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in BOTZ in Q4 2018 and held it in 4 quarters. The position peaked at $4.21K in Q2 2019. 179 funds tracked by Wall St. Rank hold BOTZ as of Q4 2019.

  • Simon Quick Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 203 Global X Robotics & Artificial Intelligence ETF shares in Q4 2019, an estimated $4K.
  • Simon Quick Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and held it in 4 quarters.
  • Simon Quick Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $4.21K in Q2 2019.
  • 179 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2019.

Based on Simon Quick Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.