CFG
AIO

Citizens Financial Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Citizens Financial Group’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
2020
Q1 		– Sell
-2,500
Closed -$50K – 1107
2019
Q4 		$50K Buy
+2,500
New +$50K ﹤0.01% 435

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citizens Financial Group's AIO Position: Q1 2020 in Review

Citizens Financial Group sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2020, closing a stake of 2,500 shares — an estimated $50K sold.

Citizens Financial Group first reported a position in AIO in Q4 2019 and held it in 1 quarter. The position peaked at $50K in Q4 2019. 30 funds tracked by Wall St. Rank hold AIO as of Q1 2020.

  • Citizens Financial Group reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Citizens Financial Group sold 2,500 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2020, an estimated $50K.
  • Citizens Financial Group first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Citizens Financial Group's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $50K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2020.

Based on Citizens Financial Group's 13F filing for Q1 2020, filed 8 May 2020.