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FinTrust Capital Advisors’s Virtus Investment Partners VRTS Stock Holding History

FinTrust Capital Advisors’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
Q1 		– Sell
-868
Closed -$16K – 1179
2020
Q4 		$16K Buy
+868
New +$158K 0.01% 727

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Dimensional Fund Advisors
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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FinTrust Capital Advisors's VRTS Position: Q1 2021 in Review

FinTrust Capital Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2021, closing a stake of 868 shares — an estimated $16K sold.

FinTrust Capital Advisors first reported a position in VRTS in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 177 funds tracked by Wall St. Rank hold VRTS as of Q1 2021.

  • FinTrust Capital Advisors reported no remaining Virtus Investment Partners position as of Q1 2021 after selling out during the quarter.
  • FinTrust Capital Advisors sold 868 Virtus Investment Partners shares in Q1 2021, an estimated $16K.
  • FinTrust Capital Advisors first reported a position in Virtus Investment Partners in Q4 2020 and held it in 1 quarter.
  • FinTrust Capital Advisors's Virtus Investment Partners position peaked at $16K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2021.

Based on FinTrust Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.