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Atria Wealth Solutions’s Virtus Investment Partners VRTS Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-1,092
Closed -$229K – 2100
2024
Q3 		$229K Sell
1,092
-1
-0.1% -$214 ﹤0.01% 1691
2024
Q2 		$247K Buy
1,093
+84
+8% +$19.1K ﹤0.01% 1620
2024
Q1 		$250K Sell
1,009
-51
-5% -$12.1K ﹤0.01% 1679
2023
Q4 		$256K Buy
1,060
+40
+4% +$7.98K ﹤0.01% 1613
2023
Q3 		$206K Sell
1,020
-12
-1% -$2.44K ﹤0.01% 1686
2023
Q2 		$204K Buy
+1,032
New +$195K ﹤0.01% 1691

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atria Wealth Solutions's VRTS Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Virtus Investment Partners (VRTS) in Q4 2024, closing a stake of 1,092 shares — an estimated $229K sold.

Atria Wealth Solutions first reported a position in VRTS in Q2 2023 and held it in 6 quarters. The position peaked at $256K in Q4 2023. 238 funds tracked by Wall St. Rank hold VRTS as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Virtus Investment Partners position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,092 Virtus Investment Partners shares in Q4 2024, an estimated $229K.
  • Atria Wealth Solutions first reported a position in Virtus Investment Partners in Q2 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's Virtus Investment Partners position peaked at $256K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.