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Continuum Advisory’s Virtus Investment Partners VRTS Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-15
Closed -$3.31K – 1944
2024
Q4 		$3.31K Buy
+15
New +$3.42K ﹤0.01% 1252

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Dimensional Fund Advisors
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Charles Schwab
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Continuum Advisory's VRTS Position: Q1 2025 in Review

Continuum Advisory sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 15 shares — an estimated $3.31K sold.

Continuum Advisory first reported a position in VRTS in Q4 2024 and held it in 1 quarter. The position peaked at $3.31K in Q4 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Continuum Advisory reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 15 Virtus Investment Partners shares in Q1 2025, an estimated $3.31K.
  • Continuum Advisory first reported a position in Virtus Investment Partners in Q4 2024 and held it in 1 quarter.
  • Continuum Advisory's Virtus Investment Partners position peaked at $3.31K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.