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WFA Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

WFA Asset Management’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
Q3 		– Sell
-986
Closed -$20K – 242
2022
Q2 		$20K Hold
986
– – 0.01% 125
2022
Q1 		$28.6K Hold
986
– – 0.02% 117
2021
Q4 		$35.4K Buy
+986
New +$36.3K 0.02% 105

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFA Asset Management's BOTZ Position: Q3 2022 in Review

WFA Asset Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2022, closing a stake of 986 shares — an estimated $20K sold.

WFA Asset Management first reported a position in BOTZ in Q4 2021 and held it in 3 quarters. The position peaked at $35.4K in Q4 2021. 240 funds tracked by Wall St. Rank hold BOTZ as of Q3 2022.

  • WFA Asset Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2022 after selling out during the quarter.
  • WFA Asset Management sold 986 Global X Robotics & Artificial Intelligence ETF shares in Q3 2022, an estimated $20K.
  • WFA Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 3 quarters.
  • WFA Asset Management's Global X Robotics & Artificial Intelligence ETF position peaked at $35.4K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2022.

Based on WFA Asset Management's 13F filing for Q3 2022, filed 13 Oct 2023.