Citigroup
AIO

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

Citigroup’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
Q2 		– Sell
-40
Closed -$1K – 6195
2022
Q1 		$1K Buy
+40
New +$897 ﹤0.01% 6137
2021
Q1 		– Sell
-2,500
Closed -$66K – 6187
2020
Q4 		$66K Buy
+2,500
New +$59.3K ﹤0.01% 5841

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup's AIO Position: Q2 2022 in Review

Citigroup sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2022, closing a stake of 40 shares — an estimated $1K sold.

Citigroup first reported a position in AIO in Q4 2020 and held it in 2 quarters. The position peaked at $66K in Q4 2020. 53 funds tracked by Wall St. Rank hold AIO as of Q2 2022.

  • Citigroup reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Citigroup sold 40 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2022, an estimated $1K.
  • Citigroup first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2020 and held it in 2 quarters.
  • Citigroup's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $66K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2022.

Based on Citigroup's 13F filing for Q2 2022, filed 10 Aug 2022.