SFM
AIO

Signet Financial Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Signet Financial 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
Q1 		– Sell
-40
Closed -$1K – 284
2021
Q4 		$1K Buy
+40
New +$1.09K ﹤0.01% 1378

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signet Financial Management's AIO Position: Q1 2022 in Review

Signet Financial Management sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2022, closing a stake of 40 shares — an estimated $1K sold.

Signet Financial Management first reported a position in AIO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 53 funds tracked by Wall St. Rank hold AIO as of Q1 2022.

  • Signet Financial Management reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 40 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2022, an estimated $1K.
  • Signet Financial Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $1K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.