AWA
AIO

Amplius Wealth Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Amplius Wealth Advisors’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-17,869
Closed -$442K – 195
2021
Q4 		$442K Buy
+17,869
New +$486K 0.06% 120

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amplius Wealth Advisors's AIO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2022, closing a stake of 17,869 shares — an estimated $442K sold.

Amplius Wealth Advisors first reported a position in AIO in Q4 2021 and held it in 1 quarter. The position peaked at $442K in Q4 2021. 53 funds tracked by Wall St. Rank hold AIO as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 17,869 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2022, an estimated $442K.
  • Amplius Wealth Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $442K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.