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

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

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

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

First Horizon Advisors's VRTS Position: Q3 2024 in Review

First Horizon Advisors sold out of Virtus Investment Partners (VRTS) in Q3 2024, closing a stake of 10 shares — an estimated $2.26K sold.

First Horizon Advisors first reported a position in VRTS in Q1 2014 and held it in 10 quarters. The position peaked at $33K in Q2 2014. 228 funds tracked by Wall St. Rank hold VRTS as of Q3 2024.

First Horizon Advisors reported no remaining Virtus Investment Partners position as of Q3 2024 after selling out during the quarter.
First Horizon Advisors sold 10 Virtus Investment Partners shares in Q3 2024, an estimated $2.26K.
First Horizon Advisors first reported a position in Virtus Investment Partners in Q1 2014 and held it in 10 quarters.
First Horizon Advisors's Virtus Investment Partners position peaked at $33K in Q2 2014.
228 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2024.

Based on First Horizon Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.