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Baron Silver Stevens Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

Baron Silver Stevens Financial Advisors’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
2022
Q4 		– Sell
-13
Closed -$437 – 145
2022
Q3 		$437 Buy
+13
New +$2.49K 0.12% 54
2021
Q1 		– Sell
-13
Closed -$2K – 465
2020
Q4 		$2K Buy
+13
New +$2.36K ﹤0.01% 416

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 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

Baron Silver Stevens Financial Advisors's VRTS Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Virtus Investment Partners (VRTS) in Q4 2022, closing a stake of 13 shares — an estimated $437 sold.

Baron Silver Stevens Financial Advisors first reported a position in VRTS in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 178 funds tracked by Wall St. Rank hold VRTS as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining Virtus Investment Partners position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 13 Virtus Investment Partners shares in Q4 2022, an estimated $437.
  • Baron Silver Stevens Financial Advisors first reported a position in Virtus Investment Partners in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's Virtus Investment Partners position peaked at $2K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.