Laidlaw Wealth Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Laidlaw Wealth Management’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 Q4	–	Sell	-13,959	Closed	-$217K	–	367
2022 Q3	$217K	Buy	13,959 +358	+3%	+$6.17K	0.05%	288
2022 Q2	$220K	Sell	13,601 -7,133	-34%	-$131K	0.04%	325
2022 Q1	$453K	Buy	20,734 +2,799	+16%	+$62.8K	0.08%	230
2021 Q4	$445K	Buy	17,935 +244	+1%	+$6.63K	0.07%	241
2021 Q3	$472K	Buy	+17,691	New	+$484K	0.12%	157

Other funds holding AIO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Laidlaw Wealth Management's AIO Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q4 2022, closing a stake of 13,959 shares — an estimated $217K sold.

Laidlaw Wealth Management first reported a position in AIO in Q3 2021 and held it in 5 quarters. The position peaked at $472K in Q3 2021. 56 funds tracked by Wall St. Rank hold AIO as of Q4 2022.

Laidlaw Wealth Management reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 13,959 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q4 2022, an estimated $217K.
Laidlaw Wealth Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2021 and held it in 5 quarters.
Laidlaw Wealth Management's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $472K in Q3 2021.
56 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.