C
AIO

Certuity’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Certuity’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
2024
Q4 		– Sell
-22,119
Closed -$486K – 385
2024
Q3 		$486K Hold
22,119
– – 0.05% 187
2024
Q2 		$480K Hold
22,119
– – 0.04% 192
2024
Q1 		$444K Hold
22,119
– – 0.04% 190
2023
Q4 		$385K Sell
22,119
-16,381
-43% -$273K 0.04% 214
2023
Q3 		$636K Hold
38,500
– – 0.07% 121
2023
Q2 		$708K Buy
+38,500
New +$660K 0.08% 110

Other funds holding AIO

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Certuity's AIO Position: Q4 2024 in Review

Certuity sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q4 2024, closing a stake of 22,119 shares — an estimated $486K sold.

Certuity first reported a position in AIO in Q2 2023 and held it in 6 quarters. The position peaked at $708K in Q2 2023. 63 funds tracked by Wall St. Rank hold AIO as of Q4 2024.

  • Certuity reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Certuity sold 22,119 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q4 2024, an estimated $486K.
  • Certuity first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2023 and held it in 6 quarters.
  • Certuity's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $708K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q4 2024.

Based on Certuity's 13F filing for Q4 2024, filed 29 Jan 2025.