Winslow Evans & Crocker’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Winslow Evans & Crocker’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 Q4	$243K	Buy	7,315 +6,950	+1,904%	+$213K	0.05%	306
2020 Q3	$10K	Hold	365	–	–	﹤0.01%	743
2020 Q2	$9K	Buy	365 +213	+140%	+$4.57K	﹤0.01%	753
2020 Q1	$4K	Hold	152	–	–	﹤0.01%	878
2019 Q4	$4K	Hold	152	–	–	﹤0.01%	978
2019 Q3	$4K	Hold	152	–	–	﹤0.01%	968
2019 Q2	$4K	Buy	+152	New	+$3.11K	﹤0.01%	982

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's BOTZ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1,904% in Q4 2020, buying an estimated $213K and bringing the position to 7,315 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #306.

Winslow Evans & Crocker first reported a position in BOTZ in Q2 2019 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold BOTZ as of Q4 2020.

Winslow Evans & Crocker held 7,315 shares of Global X Robotics & Artificial Intelligence ETF worth $243K as of Q4 2020.
Winslow Evans & Crocker bought 6,950 Global X Robotics & Artificial Intelligence ETF shares in Q4 2020, an estimated $213K.
Global X Robotics & Artificial Intelligence ETF made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #306 holding.
Winslow Evans & Crocker first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2019 and has held it in 7 quarters since.
251 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.