Bartlett & Co Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Bartlett & Co 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
2020 Q1	–	Sell	-5	Closed	-$609	–	902
2019 Q4	$609	Hold	5	–	–	﹤0.01%	840
2019 Q3	$553	Hold	5	–	–	﹤0.01%	853
2019 Q2	$537	Hold	5	–	–	﹤0.01%	724
2019 Q1	$488	Hold	5	–	–	﹤0.01%	709
2018 Q4	$397	Hold	5	–	–	﹤0.01%	671
2018 Q3	$569	Hold	5	–	–	﹤0.01%	681
2018 Q2	$640	Hold	5	–	–	﹤0.01%	681
2018 Q1	$619	Buy	+5	New	+$633	﹤0.01%	724

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Bartlett & Co Wealth Management's VRTS Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Virtus Investment Partners (VRTS) in Q1 2020, closing a stake of 5 shares — an estimated $609 sold.

Bartlett & Co Wealth Management first reported a position in VRTS in Q1 2018 and held it in 8 quarters. The position peaked at $640 in Q2 2018. 147 funds tracked by Wall St. Rank hold VRTS as of Q1 2020.

Bartlett & Co Wealth Management reported no remaining Virtus Investment Partners position as of Q1 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 5 Virtus Investment Partners shares in Q1 2020, an estimated $609.
Bartlett & Co Wealth Management first reported a position in Virtus Investment Partners in Q1 2018 and held it in 8 quarters.
Bartlett & Co Wealth Management's Virtus Investment Partners position peaked at $640 in Q2 2018.
147 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.