YHB Investment Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

YHB Investment Advisors’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 Q1	–	Sell	-56,627	Closed	-$1.24M	–	168
2019 Q4	$1.24M	Buy	56,627 +717	+1%	+$15.1K	0.18%	101
2019 Q3	$1.12M	Buy	55,910 +6,070	+12%	+$119K	0.17%	104
2019 Q2	$1.03M	Sell	49,840 -1,360	-3%	-$27.8K	0.16%	109
2019 Q1	$1.03M	Buy	51,200 +1,465	+3%	+$27.7K	0.16%	111
2018 Q4	$833K	Buy	+49,735	New	+$966K	0.15%	117

Other funds holding BOTZ

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 New York $1.89T AUM 35.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

YHB Investment Advisors's BOTZ Position: Q1 2020 in Review

YHB Investment Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2020, closing a stake of 56,627 shares — an estimated $1.24M sold.

YHB Investment Advisors first reported a position in BOTZ in Q4 2018 and held it in 5 quarters. The position peaked at $1.24M in Q4 2019. 167 funds tracked by Wall St. Rank hold BOTZ as of Q1 2020.

YHB Investment Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2020 after selling out during the quarter.
YHB Investment Advisors sold 56,627 Global X Robotics & Artificial Intelligence ETF shares in Q1 2020, an estimated $1.24M.
YHB Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and held it in 5 quarters.
YHB Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.24M in Q4 2019.
167 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2020.

Based on YHB Investment Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.