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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

TCI Wealth Advisors's BOTZ Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2022, closing a stake of 300 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in BOTZ in Q1 2018 and held it in 17 quarters. The position peaked at $29K in Q4 2021. 242 funds tracked by Wall St. Rank hold BOTZ as of Q4 2022.

TCI Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 300 Global X Robotics & Artificial Intelligence ETF shares in Q4 2022, an estimated $5K.
TCI Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 17 quarters.
TCI Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $29K in Q4 2021.
242 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.