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Harel Insurance Investments & Financial Services’s Virtus Investment Partners VRTS Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-3,050
Closed -$946K – 825
2021
Q3 		$946K Buy
3,050
+872
+40% +$259K 0.02% 150
2021
Q2 		$1.97M Buy
2,178
+328
+18% +$88.7K 0.04% 196
2021
Q1 		$1.46M Buy
+1,850
New +$445K 0.03% 298

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T. Rowe Price Associates
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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VRTS Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Virtus Investment Partners (VRTS) in Q4 2021, closing a stake of 3,050 shares — an estimated $946K sold.

Harel Insurance Investments & Financial Services first reported a position in VRTS in Q1 2021 and held it in 3 quarters. The position peaked at $1.97M in Q2 2021. 200 funds tracked by Wall St. Rank hold VRTS as of Q4 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Virtus Investment Partners position as of Q4 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 3,050 Virtus Investment Partners shares in Q4 2021, an estimated $946K.
  • Harel Insurance Investments & Financial Services first reported a position in Virtus Investment Partners in Q1 2021 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Virtus Investment Partners position peaked at $1.97M in Q2 2021.
  • 200 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.