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Freedman Financial Associates’s Virtus Investment Partners VRTS Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-27
Closed -$6K – 418
2022
Q1 		$6K Hold
27
– – ﹤0.01% 403
2021
Q4 		$8K Hold
27
– – 0.01% 362
2021
Q3 		$8K Hold
27
– – 0.01% 364
2021
Q2 		$7K Hold
27
– – 0.01% 379
2021
Q1 		$6K Hold
27
– – 0.01% 390
2020
Q4 		$6K Buy
+27
New +$4.91K 0.01% 389

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Freedman Financial Associates's VRTS Position: Q2 2022 in Review

Freedman Financial Associates sold out of Virtus Investment Partners (VRTS) in Q2 2022, closing a stake of 27 shares — an estimated $6K sold.

Freedman Financial Associates first reported a position in VRTS in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 174 funds tracked by Wall St. Rank hold VRTS as of Q2 2022.

  • Freedman Financial Associates reported no remaining Virtus Investment Partners position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 27 Virtus Investment Partners shares in Q2 2022, an estimated $6K.
  • Freedman Financial Associates first reported a position in Virtus Investment Partners in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Virtus Investment Partners position peaked at $8K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.