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Alpha Paradigm Partners’s Virtus Investment Partners VRTS Stock Holding History

Alpha Paradigm Partners’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
2022
Q4 		$847K Buy
4,426
+3,851
+670% +$689K 0.35% 90
2022
Q3 		$92K Sell
575
-4,335
-88% -$831K 0.04% 373
2022
Q2 		$840K Buy
+4,910
New +$927K 0.35% 90

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Alpha Paradigm Partners's VRTS Position: Q4 2022 in Review

Alpha Paradigm Partners increased its Virtus Investment Partners (VRTS) stake by 670% in Q4 2022, buying an estimated $689K and bringing the position to 4,426 shares worth $847K. The position accounts for 0.35% of the portfolio, ranked #90.

Alpha Paradigm Partners first reported a position in VRTS in Q2 2022 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold VRTS as of Q4 2022.

  • Alpha Paradigm Partners held 4,426 shares of Virtus Investment Partners worth $847K as of Q4 2022.
  • Alpha Paradigm Partners bought 3,851 Virtus Investment Partners shares in Q4 2022, an estimated $689K.
  • Virtus Investment Partners made up 0.35% of Alpha Paradigm Partners's portfolio in Q4 2022, its #90 holding.
  • Alpha Paradigm Partners first reported a position in Virtus Investment Partners in Q2 2022 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.