Cetera Advisors’s Virtus Investment Partners VRTS Stock Holding History

Cetera 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
2024 Q1	$657K	Buy	+2,649	New	+$628K	0.01%	1421

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's VRTS Position: Q1 2024 in Review

Cetera Advisors opened a new position in Virtus Investment Partners (VRTS) in Q1 2024: 2,649 shares worth $657K. The stake represents 0.01% of the portfolio and ranks #1421 among its holdings.

213 funds tracked by Wall St. Rank hold VRTS as of Q1 2024.

Cetera Advisors held 2,649 shares of Virtus Investment Partners worth $657K as of Q1 2024.
Virtus Investment Partners was a new Cetera Advisors position in Q1 2024.
Virtus Investment Partners made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1421 holding.
213 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.