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Advisornet Financial’s Virtus Investment Partners VRTS Stock Holding History

Advisornet Financial’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$190 – 2503
2023
Q1 		$190 Hold
1
– – ﹤0.01% 2255
2022
Q4 		$191 Buy
+1
New +$179 ﹤0.01% 2215

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's VRTS Position: Q2 2023 in Review

Advisornet Financial sold out of Virtus Investment Partners (VRTS) in Q2 2023, closing a stake of 1 share — an estimated $190 sold.

Advisornet Financial first reported a position in VRTS in Q4 2022 and held it in 2 quarters. The position peaked at $191 in Q4 2022. 171 funds tracked by Wall St. Rank hold VRTS as of Q2 2023.

  • Advisornet Financial reported no remaining Virtus Investment Partners position as of Q2 2023 after selling out during the quarter.
  • Advisornet Financial sold 1 Virtus Investment Partners share in Q2 2023, an estimated $190.
  • Advisornet Financial first reported a position in Virtus Investment Partners in Q4 2022 and held it in 2 quarters.
  • Advisornet Financial's Virtus Investment Partners position peaked at $191 in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.