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FHA
First Horizon Advisors’s
Virtus Investment Partners
VRTS
Stock Holding History
First Horizon Advisors’s Portfolio
VRTS Stock Details
VRTS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-10
Closed
-$2.26K
–
2399
2024
Q2
$2.26K
Buy
+10
New
+$2.27K
﹤0.01%
1944
2022
Q1
–
Sell
-35
Closed
-$10K
–
2311
2021
Q4
$10K
Buy
35
+20
+133%
+$6.21K
﹤0.01%
1526
2021
Q3
$4K
Buy
15
+3
+25%
+$891
﹤0.01%
1814
2021
Q2
$3K
Hold
12
–
–
﹤0.01%
1698
2021
Q1
$2K
Buy
+12
New
+$2.89K
﹤0.01%
1708
2015
Q2
–
Sell
-95
Closed
-$12K
–
1510
2015
Q1
$12K
Buy
95
+28
+42%
+$3.96K
﹤0.01%
997
2014
Q4
$11K
Sell
67
-52
-44%
-$8.7K
﹤0.01%
1018
2014
Q3
$20K
Sell
119
-43
-27%
-$8.74K
﹤0.01%
832
2014
Q2
$33K
Buy
162
+37
+30%
+$6.98K
﹤0.01%
674
2014
Q1
$21K
Buy
+125
New
+$23K
﹤0.01%
760
Other funds holding VRTS
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$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VVP
Vulcan Value Partners
Birmingham, Alabama
$3.77B AUM
9.63%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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