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

Windmill Hill 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
2023
Q4 		– Sell
-85,500
Closed -$2.11M – 41
2023
Q3 		$2.11M Hold
85,500
– – 0.92% 15
2023
Q2 		$2.46M Buy
85,500
+71,500
+511% +$1.9M 1.1% 14
2023
Q1 		$357K Buy
+14,000
New +$329K 0.25% 23

Other funds holding BOTZ

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

Windmill Hill Asset Management's BOTZ Position: Q4 2023 in Review

Windmill Hill Asset Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 85,500 shares — an estimated $2.11M sold.

Windmill Hill Asset Management first reported a position in BOTZ in Q1 2023 and held it in 3 quarters. The position peaked at $2.46M in Q2 2023. 325 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

  • Windmill Hill Asset Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
  • Windmill Hill Asset Management sold 85,500 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $2.11M.
  • Windmill Hill Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and held it in 3 quarters.
  • Windmill Hill Asset Management's Global X Robotics & Artificial Intelligence ETF position peaked at $2.46M in Q2 2023.
  • 325 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Windmill Hill Asset Management's 13F filing for Q4 2023, filed 26 Jan 2024.