BWA
VRTS icon

BDO Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

BDO Wealth 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
2021
Q1 		– Sell
-7
Closed -$2K – 1272
2020
Q4 		$2K Hold
7
– – ﹤0.01% 799
2020
Q3 		$1K Buy
+7
New +$947 ﹤0.01% 831
2019
Q1 		– Sell
-700
Closed -$56K – 672
2018
Q4 		$56K Hold
700
– – 0.02% 253
2018
Q3 		$80K Hold
700
– – 0.03% 237
2018
Q2 		$90K Buy
+700
New +$86.8K 0.03% 226

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BDO Wealth Advisors's VRTS Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2021, closing a stake of 7 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in VRTS in Q2 2018 and held it in 5 quarters. The position peaked at $90K in Q2 2018. 177 funds tracked by Wall St. Rank hold VRTS as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Virtus Investment Partners position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 7 Virtus Investment Partners shares in Q1 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Virtus Investment Partners in Q2 2018 and held it in 5 quarters.
  • BDO Wealth Advisors's Virtus Investment Partners position peaked at $90K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.