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

Gratus Capital’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 Q2	$250K	Buy	+11,500	New	+$230K	0.01%	325

Other funds holding AIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Gratus Capital's AIO Position: Q2 2024 in Review

Gratus Capital opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2024: 11,500 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

53 funds tracked by Wall St. Rank hold AIO as of Q2 2024.

Gratus Capital held 11,500 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $250K as of Q2 2024.
Virtus Artificial Intelligence & Technology Opportunities Fund was a new Gratus Capital position in Q2 2024.
Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #325 holding.
53 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.