BWP
VRTS icon

Baldwin Wealth Partners’s Virtus Investment Partners VRTS Stock Holding History

Baldwin Wealth 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
2021
Q1 		– Sell
-13
Closed -$3K – 638
2020
Q4 		$3K Hold
13
– – ﹤0.01% 523
2020
Q3 		$2K Buy
+13
New +$1.76K ﹤0.01% 511

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
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baldwin Wealth Partners's VRTS Position: Q1 2021 in Review

Baldwin Wealth Partners sold out of Virtus Investment Partners (VRTS) in Q1 2021, closing a stake of 13 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in VRTS in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 177 funds tracked by Wall St. Rank hold VRTS as of Q1 2021.

  • Baldwin Wealth Partners reported no remaining Virtus Investment Partners position as of Q1 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 13 Virtus Investment Partners shares in Q1 2021, an estimated $3K.
  • Baldwin Wealth Partners first reported a position in Virtus Investment Partners in Q3 2020 and held it in 2 quarters.
  • Baldwin Wealth Partners's Virtus Investment Partners position peaked at $3K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2021.

Based on Baldwin Wealth Partners's 13F filing for Q1 2021, filed 8 Apr 2021.