Aperio Group’s Virtus Investment Partners VRTS Stock Holding History

Aperio Group’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
2020 Q4	$1.68M	Buy	7,752 +24	+0.3%	+$4.36K	0.01%	1320
2020 Q3	$1.07M	Sell	7,728 -256	-3%	-$34.6K	﹤0.01%	1418
2020 Q2	$928K	Sell	7,984 -681	-8%	-$63.7K	﹤0.01%	1451
2020 Q1	$659K	Sell	8,665 -662	-7%	-$74.7K	﹤0.01%	1503
2019 Q4	$1.14M	Hold	9,327	–	–	﹤0.01%	1371
2019 Q3	$1.03M	Buy	9,327 +931	+11%	+$100K	﹤0.01%	1377
2019 Q2	$902K	Buy	8,396 +155	+2%	+$17.3K	﹤0.01%	1456
2019 Q1	$804K	Buy	8,241 +2,331	+39%	+$221K	﹤0.01%	1477
2018 Q4	$469K	Buy	+5,910	New	+$574K	﹤0.01%	1722
2018 Q3	–	Sell	-1,707	Closed	-$218K	–	2300
2018 Q2	$218K	Buy	+1,707	New	+$212K	﹤0.01%	2138
2017 Q4	–	Sell	-1,854	Closed	-$215K	–	2260
2017 Q3	$215K	Buy	1,854 +9	+0.5%	+$1K	﹤0.01%	2094
2017 Q2	$205K	Buy	+1,845	New	+$196K	﹤0.01%	2090
2017 Q1	–	Sell	-1,737	Closed	-$205K	–	2169
2016 Q4	$205K	Buy	+1,737	New	+$190K	﹤0.01%	1995

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aperio Group's VRTS Position: Q4 2020 in Review

Aperio Group increased its Virtus Investment Partners (VRTS) stake by 0.31% in Q4 2020, buying an estimated $4.36K and bringing the position to 7,752 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1320.

Aperio Group first reported a position in VRTS in Q4 2016 and has held it in 13 quarters since. 182 funds tracked by Wall St. Rank hold VRTS as of Q4 2020.

Aperio Group held 7,752 shares of Virtus Investment Partners worth $1.68M as of Q4 2020.
Aperio Group bought 24 Virtus Investment Partners shares in Q4 2020, an estimated $4.36K.
Virtus Investment Partners made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1320 holding.
Aperio Group first reported a position in Virtus Investment Partners in Q4 2016 and has held it in 13 quarters since.
182 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.