Financial Gravity Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Financial Gravity Asset 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
2019 Q4	$122K	Buy	8 +1	+14%	+$112	0.08%	246
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	1124
2019 Q2	$1K	Buy	7 +1	+17%	+$112	﹤0.01%	1143
2019 Q1	$1K	Buy	+6	New	+$568	﹤0.01%	1213
2018 Q3	$3K	Buy	27 +1	+4%	+$127	﹤0.01%	887
2018 Q2	$3K	Sell	26 -2	-7%	-$248	﹤0.01%	923
2018 Q1	$3K	Buy	+28	New	+$3.54K	﹤0.01%	887

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Financial Gravity Asset Management's VRTS Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Virtus Investment Partners (VRTS) stake by 14% in Q4 2019, buying an estimated $112 and bringing the position to 8 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #246.

Financial Gravity Asset Management first reported a position in VRTS in Q1 2018 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold VRTS as of Q4 2019.

Financial Gravity Asset Management held 8 shares of Virtus Investment Partners worth $122K as of Q4 2019.
Financial Gravity Asset Management bought 1 Virtus Investment Partners share in Q4 2019, an estimated $112.
Virtus Investment Partners made up 0.08% of Financial Gravity Asset Management's portfolio in Q4 2019, its #246 holding.
Financial Gravity Asset Management first reported a position in Virtus Investment Partners in Q1 2018 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.