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City Center Advisors LLC’s Virtus Investment Partners VRTS Stock Holding History

City Center Advisors LLC’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
2025
Q3 		– Sell
-1,126
Closed -$204K – 195
2025
Q2 		$204K Sell
1,126
-103
-8% -$17.1K 0.22% 156
2025
Q1 		$212K Sell
1,229
-177
-13% -$33.8K 0.25% 144
2024
Q4 		$310K Sell
1,406
-103
-7% -$23.4K 0.35% 110
2024
Q3 		$316K Buy
+1,509
New +$323K 0.35% 109

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

City Center Advisors LLC's VRTS Position: Q3 2025 in Review

City Center Advisors LLC sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 1,126 shares — an estimated $204K sold.

City Center Advisors LLC first reported a position in VRTS in Q3 2024 and held it in 4 quarters. The position peaked at $316K in Q3 2024. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • City Center Advisors LLC reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • City Center Advisors LLC sold 1,126 Virtus Investment Partners shares in Q3 2025, an estimated $204K.
  • City Center Advisors LLC first reported a position in Virtus Investment Partners in Q3 2024 and held it in 4 quarters.
  • City Center Advisors LLC's Virtus Investment Partners position peaked at $316K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on City Center Advisors LLC's 13F filing for Q3 2025, filed 6 Oct 2025.