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Winfield Associates’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Winfield Associates’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
2021
Q1 		– Sell
-9,376
Closed -$311K – 141
2020
Q4 		$311K Sell
9,376
-725
-7% -$22.2K 0.13% 107
2020
Q3 		$282K Hold
10,101
– – 0.13% 98
2020
Q2 		$241K Buy
+10,101
New +$217K 0.12% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Winfield Associates's BOTZ Position: Q1 2021 in Review

Winfield Associates sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2021, closing a stake of 9,376 shares — an estimated $311K sold.

Winfield Associates first reported a position in BOTZ in Q2 2020 and held it in 3 quarters. The position peaked at $311K in Q4 2020. 258 funds tracked by Wall St. Rank hold BOTZ as of Q1 2021.

  • Winfield Associates reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2021 after selling out during the quarter.
  • Winfield Associates sold 9,376 Global X Robotics & Artificial Intelligence ETF shares in Q1 2021, an estimated $311K.
  • Winfield Associates first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and held it in 3 quarters.
  • Winfield Associates's Global X Robotics & Artificial Intelligence ETF position peaked at $311K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2021.

Based on Winfield Associates's 13F filing for Q1 2021, filed 12 Apr 2021.