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

FFT 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
2021
Q3 		– Sell
-68
Closed -$19K – 237
2021
Q2 		$19K Buy
+68
New +$18.4K ﹤0.01% 210

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T. Rowe Price Associates
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FFT Wealth Management's VRTS Position: Q3 2021 in Review

FFT Wealth Management sold out of Virtus Investment Partners (VRTS) in Q3 2021, closing a stake of 68 shares — an estimated $19K sold.

FFT Wealth Management first reported a position in VRTS in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 198 funds tracked by Wall St. Rank hold VRTS as of Q3 2021.

  • FFT Wealth Management reported no remaining Virtus Investment Partners position as of Q3 2021 after selling out during the quarter.
  • FFT Wealth Management sold 68 Virtus Investment Partners shares in Q3 2021, an estimated $19K.
  • FFT Wealth Management first reported a position in Virtus Investment Partners in Q2 2021 and held it in 1 quarter.
  • FFT Wealth Management's Virtus Investment Partners position peaked at $19K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.