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Curi Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-92
Closed -$16K – 682
2022
Q2 		$16K Buy
+92
New +$17.4K ﹤0.01% 334

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi Wealth Management's VRTS Position: Q3 2022 in Review

Curi Wealth Management sold out of Virtus Investment Partners (VRTS) in Q3 2022, closing a stake of 92 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in VRTS in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 175 funds tracked by Wall St. Rank hold VRTS as of Q3 2022.

  • Curi Wealth Management reported no remaining Virtus Investment Partners position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 92 Virtus Investment Partners shares in Q3 2022, an estimated $16K.
  • Curi Wealth Management first reported a position in Virtus Investment Partners in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Virtus Investment Partners position peaked at $16K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.