AIC
AIO

Archer Investment Corporation’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Archer Investment Corporation’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
2021
Q2 		– Sell
-230
Closed -$6.11K – 586
2021
Q1 		$6.11K Hold
230
– – ﹤0.01% 587
2020
Q4 		$6.07K Buy
+230
New +$5.45K ﹤0.01% 541

Other funds holding AIO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Archer Investment Corporation's AIO Position: Q2 2021 in Review

Archer Investment Corporation sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2021, closing a stake of 230 shares — an estimated $6.11K sold.

Archer Investment Corporation first reported a position in AIO in Q4 2020 and held it in 2 quarters. The position peaked at $6.11K in Q1 2021. 48 funds tracked by Wall St. Rank hold AIO as of Q2 2021.

  • Archer Investment Corporation reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Archer Investment Corporation sold 230 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2021, an estimated $6.11K.
  • Archer Investment Corporation first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2020 and held it in 2 quarters.
  • Archer Investment Corporation's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $6.11K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2021.

Based on Archer Investment Corporation's 13F filing for Q2 2021, filed 5 Aug 2021.