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Fortem Financial Group’s Virtus Investment Partners VRTS Stock Holding History

Fortem Financial Group’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
-421
Closed -$91K – 430
2020
Q4 		$91K Buy
+421
New +$76.5K 0.05% 186

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Fortem Financial Group's VRTS Position: Q1 2021 in Review

Fortem Financial Group sold out of Virtus Investment Partners (VRTS) in Q1 2021, closing a stake of 421 shares — an estimated $91K sold.

Fortem Financial Group first reported a position in VRTS in Q4 2020 and held it in 1 quarter. The position peaked at $91K in Q4 2020. 177 funds tracked by Wall St. Rank hold VRTS as of Q1 2021.

  • Fortem Financial Group reported no remaining Virtus Investment Partners position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 421 Virtus Investment Partners shares in Q1 2021, an estimated $91K.
  • Fortem Financial Group first reported a position in Virtus Investment Partners in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Virtus Investment Partners position peaked at $91K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.