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

WealthSource 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
2020
Q1 		– Sell
-13,628
Closed -$298K – 352
2019
Q4 		$298K Sell
13,628
-30,682
-69% -$648K 0.04% 313
2019
Q3 		$887K Sell
44,310
-4,493
-9% -$87.8K 0.13% 161
2019
Q2 		$1.01M Buy
+48,803
New +$998K 0.16% 136

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthSource Partners's BOTZ Position: Q1 2020 in Review

WealthSource Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2020, closing a stake of 13,628 shares — an estimated $298K sold.

WealthSource Partners first reported a position in BOTZ in Q2 2019 and held it in 3 quarters. The position peaked at $1.01M in Q2 2019. 167 funds tracked by Wall St. Rank hold BOTZ as of Q1 2020.

  • WealthSource Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 13,628 Global X Robotics & Artificial Intelligence ETF shares in Q1 2020, an estimated $298K.
  • WealthSource Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2019 and held it in 3 quarters.
  • WealthSource Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $1.01M in Q2 2019.
  • 167 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.