LA
AIO

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

LM Advisors’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
Q1 		– Sell
-4,640
Closed -$80.7K – 229
2023
Q4 		$80.7K Buy
+4,640
New +$77.2K 0.02% 266

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LM Advisors's AIO Position: Q1 2024 in Review

LM Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2024, closing a stake of 4,640 shares — an estimated $80.7K sold.

LM Advisors first reported a position in AIO in Q4 2023 and held it in 1 quarter. The position peaked at $80.7K in Q4 2023. 52 funds tracked by Wall St. Rank hold AIO as of Q1 2024.

  • LM Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 4,640 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2024, an estimated $80.7K.
  • LM Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $80.7K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.