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TWA
TCI Wealth Advisors’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
TCI Wealth 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
2022
Q4
–
Sell
-300
Closed
-$5K
–
2510
2022
Q3
$5K
Buy
+300
New
+$6.32K
﹤0.01%
1428
2022
Q1
–
Sell
-800
Closed
-$29K
–
2238
2021
Q4
$29K
Hold
800
–
–
﹤0.01%
547
2021
Q3
$29K
Hold
800
–
–
﹤0.01%
549
2021
Q2
$28K
Hold
800
–
–
﹤0.01%
521
2021
Q1
$27K
Hold
800
–
–
0.01%
496
2020
Q4
$27K
Hold
800
–
–
0.01%
435
2020
Q3
$22K
Hold
800
–
–
0.01%
435
2020
Q2
$19K
Hold
800
–
–
0.01%
453
2020
Q1
$15K
Hold
800
–
–
0.01%
490
2019
Q4
$17K
Hold
800
–
–
0.01%
578
2019
Q3
$16K
Hold
800
–
–
0.01%
527
2019
Q2
$17K
Hold
800
–
–
0.01%
499
2019
Q1
$16K
Hold
800
–
–
0.01%
531
2018
Q4
$13K
Hold
800
–
–
0.01%
560
2018
Q3
$18K
Hold
800
–
–
0.01%
520
2018
Q2
$18K
Hold
800
–
–
0.01%
504
2018
Q1
$19K
Buy
+800
New
+$20.1K
0.01%
492
Other funds holding BOTZ
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$1.37T AUM
24.88%
1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv, Israel
$766M AUM
73.25%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Chevy Chase Trust
Bethesda, Maryland
$34.7B AUM
29.45%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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