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Berman Capital Advisors’s Virtus Investment Partners VRTS Stock Holding History

Berman Capital 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
Q3 		$1K Hold
6
– – ﹤0.01% 1980
2021
Q2 		$1K Buy
+6
New +$1.62K ﹤0.01% 1825
2020
Q2 		– Sell
-20
Closed -$1K – 1840
2020
Q1 		$1K Hold
20
– – ﹤0.01% 1386
2019
Q4 		$2K Hold
20
– – ﹤0.01% 1256
2019
Q3 		$2K Buy
+20
New +$2.15K ﹤0.01% 1237

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's VRTS Position: Q3 2021 in Review

Berman Capital Advisors held its Virtus Investment Partners (VRTS) position steady in Q3 2021 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Berman Capital Advisors first reported a position in VRTS in Q3 2019 and has held it in 5 quarters since. The position peaked at $2K in Q4 2019. 198 funds tracked by Wall St. Rank hold VRTS as of Q3 2021.

  • Berman Capital Advisors held 6 shares of Virtus Investment Partners worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Virtus Investment Partners share count unchanged in Q3 2021.
  • Virtus Investment Partners made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1980 holding.
  • Berman Capital Advisors first reported a position in Virtus Investment Partners in Q3 2019 and has held it in 5 quarters since.
  • Berman Capital Advisors's Virtus Investment Partners position peaked at $2K in Q4 2019.
  • 198 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.