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WFA of San Diego’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

WFA of San Diego’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
2024
Q3 		$6.43K Hold
200
– – 0.01% 309
2024
Q2 		$6.17K Buy
+200
New +$6.17K 0.01% 311
2023
Q3 		$2.47K Buy
+100
New +$2.7K ﹤0.01% 339

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA of San Diego's BOTZ Position: Q3 2024 in Review

WFA of San Diego held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q3 2024 at 200 shares worth $6.43K. The position accounts for 0.01% of the portfolio, ranked #309.

WFA of San Diego first reported a position in BOTZ in Q3 2023 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

  • WFA of San Diego held 200 shares of Global X Robotics & Artificial Intelligence ETF worth $6.43K as of Q3 2024.
  • WFA of San Diego left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q3 2024.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of WFA of San Diego's portfolio in Q3 2024, its #309 holding.
  • WFA of San Diego first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.