ZIMP
BOTZ icon

Zimmermann Investment Management & Planning’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-38,780
Closed -$1.25M – 19
2024
Q3 		$1.25M Sell
38,780
-368
-0.9% -$11.3K 0.38% 59
2024
Q2 		$1.21M Buy
39,148
+131
+0.3% +$4.04K 0.4% 53
2024
Q1 		$1.24M Buy
39,017
+812
+2% +$24.4K 0.45% 54
2023
Q4 		$1.09M Buy
38,205
+1,064
+3% +$27.2K 0.45% 45
2023
Q3 		$918K Buy
37,141
+1,510
+4% +$40.7K 0.44% 49
2023
Q2 		$1.02M Buy
35,631
+367
+1% +$9.74K 0.48% 43
2023
Q1 		$899K Buy
35,264
+5,960
+20% +$140K 0.47% 48
2022
Q4 		$602K Sell
29,304
-21,390
-42% -$431K 0.35% 50
2022
Q3 		$917K Sell
50,694
-94,749
-65% -$2M 0.57% 36
2022
Q2 		$2.96M Sell
145,443
-6,618
-4% -$156K 2.03% 16
2022
Q1 		$4.41M Buy
152,061
+8,875
+6% +$264K 2.62% 12
2021
Q4 		$5.15M Buy
+143,186
New +$5.28M 2.89% 12

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Zimmermann Investment Management & Planning's BOTZ Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 38,780 shares — an estimated $1.25M sold.

Zimmermann Investment Management & Planning first reported a position in BOTZ in Q4 2021 and held it in 12 quarters. The position peaked at $5.15M in Q4 2021. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 38,780 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $1.25M.
  • Zimmermann Investment Management & Planning first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Global X Robotics & Artificial Intelligence ETF position peaked at $5.15M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.