TFCP
AIO

Twin Focus Capital Partners’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Twin Focus Capital Partners’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
2020
Q2 		– Sell
-10,000
Closed -$160K – 143
2020
Q1 		$160K Buy
+10,000
New +$185K 0.07% 137

Other funds holding AIO

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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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Twin Focus Capital Partners's AIO Position: Q2 2020 in Review

Twin Focus Capital Partners sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2020, closing a stake of 10,000 shares — an estimated $160K sold.

Twin Focus Capital Partners first reported a position in AIO in Q1 2020 and held it in 1 quarter. The position peaked at $160K in Q1 2020. 26 funds tracked by Wall St. Rank hold AIO as of Q2 2020.

  • Twin Focus Capital Partners reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Twin Focus Capital Partners sold 10,000 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2020, an estimated $160K.
  • Twin Focus Capital Partners first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Twin Focus Capital Partners's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $160K in Q1 2020.
  • 26 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2020.

Based on Twin Focus Capital Partners's 13F filing for Q2 2020, filed 12 Aug 2020.