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First Pacific Financial’s Virtus Investment Partners VRTS Stock Holding History

First Pacific Financial’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
Q4 		– Sell
-8
Closed -$1.68K – 442
2024
Q3 		$1.68K Sell
8
-1
-11% -$214 ﹤0.01% 372
2024
Q2 		$2.03K Buy
+9
New +$2.05K ﹤0.01% 355

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State Street
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Charles Schwab
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Pacific Financial's VRTS Position: Q4 2024 in Review

First Pacific Financial sold out of Virtus Investment Partners (VRTS) in Q4 2024, closing a stake of 8 shares — an estimated $1.68K sold.

First Pacific Financial first reported a position in VRTS in Q2 2024 and held it in 2 quarters. The position peaked at $2.03K in Q2 2024. 238 funds tracked by Wall St. Rank hold VRTS as of Q4 2024.

  • First Pacific Financial reported no remaining Virtus Investment Partners position as of Q4 2024 after selling out during the quarter.
  • First Pacific Financial sold 8 Virtus Investment Partners shares in Q4 2024, an estimated $1.68K.
  • First Pacific Financial first reported a position in Virtus Investment Partners in Q2 2024 and held it in 2 quarters.
  • First Pacific Financial's Virtus Investment Partners position peaked at $2.03K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2024.

Based on First Pacific Financial's 13F filing for Q4 2024, filed 15 Jan 2025.