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Avior Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-33
Closed -$7.28K – 2300
2024
Q4 		$7.28K Buy
+33
New +$7.51K ﹤0.01% 1727
2024
Q2 		– Sell
-1
Closed -$247 – 3709
2024
Q1 		$247 Buy
+1
New +$237 ﹤0.01% 2790

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Avior Wealth Management's VRTS Position: Q1 2025 in Review

Avior Wealth Management sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 33 shares — an estimated $7.28K sold.

Avior Wealth Management first reported a position in VRTS in Q1 2024 and held it in 2 quarters. The position peaked at $7.28K in Q4 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Avior Wealth Management reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 33 Virtus Investment Partners shares in Q1 2025, an estimated $7.28K.
  • Avior Wealth Management first reported a position in Virtus Investment Partners in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Virtus Investment Partners position peaked at $7.28K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.