EA Series Trust’s Virtus Investment Partners VRTS Stock Holding History

EA Series Trust’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
2023 Q2	$2.91M	Buy	+14,736	New	+$2.79M	0.1%	284

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

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

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

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

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

VVP

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 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

EA Series Trust's VRTS Position: Q2 2023 in Review

EA Series Trust opened a new position in Virtus Investment Partners (VRTS) in Q2 2023: 14,736 shares worth $2.91M. The stake represents 0.1% of the portfolio and ranks #284 among its holdings.

171 funds tracked by Wall St. Rank hold VRTS as of Q2 2023.

EA Series Trust held 14,736 shares of Virtus Investment Partners worth $2.91M as of Q2 2023.
Virtus Investment Partners was a new EA Series Trust position in Q2 2023.
Virtus Investment Partners made up 0.1% of EA Series Trust's portfolio in Q2 2023, its #284 holding.
171 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.