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AMP Capital Investors’s Virtus Investment Partners VRTS Stock Holding History

AMP Capital Investors’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
2021
Q3 		– Sell
-1,055
Closed -$293K – 1183
2021
Q2 		$293K Sell
1,055
-865
-45% -$234K ﹤0.01% 1067
2021
Q1 		$457K Buy
1,920
+466
+32% +$112K ﹤0.01% 1004
2020
Q4 		$313K Sell
1,454
-463
-24% -$84.1K ﹤0.01% 1111
2020
Q3 		$262K Buy
+1,917
New +$259K ﹤0.01% 1086

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMP Capital Investors's VRTS Position: Q3 2021 in Review

AMP Capital Investors sold out of Virtus Investment Partners (VRTS) in Q3 2021, closing a stake of 1,055 shares — an estimated $293K sold.

AMP Capital Investors first reported a position in VRTS in Q3 2020 and held it in 4 quarters. The position peaked at $457K in Q1 2021. 198 funds tracked by Wall St. Rank hold VRTS as of Q3 2021.

  • AMP Capital Investors reported no remaining Virtus Investment Partners position as of Q3 2021 after selling out during the quarter.
  • AMP Capital Investors sold 1,055 Virtus Investment Partners shares in Q3 2021, an estimated $293K.
  • AMP Capital Investors first reported a position in Virtus Investment Partners in Q3 2020 and held it in 4 quarters.
  • AMP Capital Investors's Virtus Investment Partners position peaked at $457K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2021.

Based on AMP Capital Investors's 13F filing for Q3 2021, filed 15 Nov 2021.