Truist Financial’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $383K | Buy |
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|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $989K | Hold |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $689K | Sell |
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|
2020
Q3 | $579K | Buy |
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|
2020
Q2 | $513K | Buy |
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|
2020
Q1 | $400K | Hold |
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|
2019
Q4 | $503K | Buy |
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