Trust Company of Vermont’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Trust Company of Vermont’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	-693	Closed	-$12.1K	–	847
2023 Q4	$12.1K	Hold	693	–	–	﹤0.01%	600
2023 Q3	$11.4K	Hold	693	–	–	﹤0.01%	635
2023 Q2	$12.8K	Buy	+693	New	+$11.9K	﹤0.01%	646

Other funds holding AIO

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Trust Company of Vermont's AIO Position: Q1 2024 in Review

Trust Company of Vermont sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2024, closing a stake of 693 shares — an estimated $12.1K sold.

Trust Company of Vermont first reported a position in AIO in Q2 2023 and held it in 3 quarters. The position peaked at $12.8K in Q2 2023. 52 funds tracked by Wall St. Rank hold AIO as of Q1 2024.

Trust Company of Vermont reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Trust Company of Vermont sold 693 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2024, an estimated $12.1K.
Trust Company of Vermont first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2023 and held it in 3 quarters.
Trust Company of Vermont's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $12.8K in Q2 2023.
52 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2024.

Based on Trust Company of Vermont's 13F filing for Q1 2024, filed 3 May 2024.