Kass Justin

Pm | Portfolio Manager

3 companies

Kass Justin is a Pm at ACV, with reported holdings spanning 3 companies. Recent filings cover 15 purchases and 7 sales.

Holdings by Company

ACVAug 10, 2026

Current Shares0

Est. Value-

Net Activity-7,239

Bought: 19.9KSold: 27.2K

AIOAug 10, 2026

Current Shares0

Est. Value-

Net Activity-15,982

Bought: 13.5KSold: 29.5K

NCVJun 27, 2017

Current Shares0

Est. Value-

Net Activity-9,656

Bought: 3.0KSold: 12.7K

Showing 10 filings

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Aug 10, 2026	ACV Virtus Diversified Income & Convertible Fund	Pm	Sell	10,484	$27.37	$286,973.10	-100%	-	-
Aug 10, 2026	AIO Virtus Artificial Intelligence & Technology Opportunities Fund	Pm	Sell	29,482	$26.27	$774,416.35	-100%	-	-
Mar 12, 2020	AIO Virtus Artificial Intelligence & Technology Opportunities Fund	Portfolio Manager	Buy	5,000	$14.03	$70,125.00	+50.0%	-	-
Mar 6, 2020	AIO Virtus Artificial Intelligence & Technology Opportunities Fund	Portfolio Manager	Buy	5,000	$18.25	$91,226.06	+100.0%	-	-
Feb 27, 2020	AIO Virtus Artificial Intelligence & Technology Opportunities Fund	Portfolio Manager	Buy	3,500	$21.05	$73,662.75	New	-	-
Jul 15, 2019	ACV Virtus Diversified Income & Convertible Fund	Portfolio Manager	Sell	16,700	$23.69	$395,543.20	-77.9%	-	-
Jun 27, 2017	NCV Virtus Convertible & Income Fund	Portfolio Manager	Sell	12,656	$6.98	$88,345.42	-100%	-	-
Jan 20, 2016	ACV Virtus Diversified Income & Convertible Fund	Portfolio Manager	Buy	1,700	$14.57	$24,774.10	+9.3%	-	-
Jan 14, 2016	ACV Virtus Diversified Income & Convertible Fund	Portfolio Manager	Buy	4,000	$16.36	$65,420.00	+27.8%	-	-
Jan 7, 2016	ACV Virtus Diversified Income & Convertible Fund	Portfolio Manager	Buy	11,000	$17.78	$195,575.60	+326.0%	-	-