M&R Capital Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

M&R Capital 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
2023 Q1	–	Sell	-1,456	Closed	-$23.6K	–	608
2022 Q4	$23.6K	Buy	+1,456	New	+$23.9K	0.01%	283

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

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

1CP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

M&R Capital Management's AIO Position: Q1 2023 in Review

M&R Capital Management sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2023, closing a stake of 1,456 shares — an estimated $23.6K sold.

M&R Capital Management first reported a position in AIO in Q4 2022 and held it in 1 quarter. The position peaked at $23.6K in Q4 2022. 50 funds tracked by Wall St. Rank hold AIO as of Q1 2023.

M&R Capital Management reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 1,456 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2023, an estimated $23.6K.
M&R Capital Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2022 and held it in 1 quarter.
M&R Capital Management's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $23.6K in Q4 2022.
50 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.