LWCFA
AIO

Loring Wolcott & Coolidge Fiduciary Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q2 		– Sell
-400
Closed -$7.92K – 521
2025
Q1 		$7.92K Buy
+400
New +$9.42K ﹤0.01% 493

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AIO Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2025, closing a stake of 400 shares — an estimated $7.92K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AIO in Q1 2025 and held it in 1 quarter. The position peaked at $7.92K in Q1 2025. 63 funds tracked by Wall St. Rank hold AIO as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2025, an estimated $7.92K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $7.92K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.