FF
VRTS icon

FourThought Financial’s Virtus Investment Partners VRTS Stock Holding History

FourThought 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
2021
Q2 		– Sell
-630
Closed -$148K – 1605
2021
Q1 		$148K Sell
630
-405
-39% -$97.4K 0.02% 407
2020
Q4 		$224K Buy
+1,035
New +$188K 0.04% 322

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FourThought Financial's VRTS Position: Q2 2021 in Review

FourThought Financial sold out of Virtus Investment Partners (VRTS) in Q2 2021, closing a stake of 630 shares — an estimated $148K sold.

FourThought Financial first reported a position in VRTS in Q4 2020 and held it in 2 quarters. The position peaked at $224K in Q4 2020. 194 funds tracked by Wall St. Rank hold VRTS as of Q2 2021.

  • FourThought Financial reported no remaining Virtus Investment Partners position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 630 Virtus Investment Partners shares in Q2 2021, an estimated $148K.
  • FourThought Financial first reported a position in Virtus Investment Partners in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's Virtus Investment Partners position peaked at $224K in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.