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Copeland Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Copeland Capital Management’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
-77
Closed -$17K – 308
2024
Q4 		$17K Buy
+77
New +$17.5K ﹤0.01% 227

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American Century Companies
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Northern Trust
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WCM Investment Management
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Copeland Capital Management's VRTS Position: Q1 2025 in Review

Copeland Capital Management sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 77 shares — an estimated $17K sold.

Copeland Capital Management first reported a position in VRTS in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Copeland Capital Management reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • Copeland Capital Management sold 77 Virtus Investment Partners shares in Q1 2025, an estimated $17K.
  • Copeland Capital Management first reported a position in Virtus Investment Partners in Q4 2024 and held it in 1 quarter.
  • Copeland Capital Management's Virtus Investment Partners position peaked at $17K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Copeland Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.