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Trust Company of Vermont’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Trust Company of Vermont’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
2023
Q1 		– Sell
-300
Closed -$6.17K – 876
2022
Q4 		$6.17K Buy
+300
New +$6.04K ﹤0.01% 755
2022
Q3 		– Sell
-667
Closed -$14K – 966
2022
Q2 		$14K Buy
+667
New +$15.8K ﹤0.01% 627

Other funds holding BOTZ

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MTWSIF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trust Company of Vermont's BOTZ Position: Q1 2023 in Review

Trust Company of Vermont sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 300 shares — an estimated $6.17K sold.

Trust Company of Vermont first reported a position in BOTZ in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 262 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

  • Trust Company of Vermont reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
  • Trust Company of Vermont sold 300 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $6.17K.
  • Trust Company of Vermont first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2022 and held it in 2 quarters.
  • Trust Company of Vermont's Global X Robotics & Artificial Intelligence ETF position peaked at $14K in Q2 2022.
  • 262 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Trust Company of Vermont's 13F filing for Q1 2023, filed 7 Apr 2023.