Hartford Financial Management’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$2.68K | – | 387 |
|
|
2022
Q4 | $2.68K | Hold |
14
| – | – | ﹤0.01% | 333 |
|
|
2022
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 361 |
|
|
2022
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 367 |
|
|
2022
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 347 |
|
|
2021
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 340 |
|
|
2021
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 327 |
|
|
2020
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 313 |
|
|
2020
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 330 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 344 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 333 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 351 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 362 |
|
|
2018
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 394 |
|
|
2018
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 394 |
|
|
2018
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 393 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 344 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 337 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 385 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 363 |
|
|
2017
Q1 | $1K | Buy |
+14
| New | +$1.56K | ﹤0.01% | 341 |
|
|
2016
Q4 | – | Sell |
-14
| Closed | -$1K | – | 333 |
|
|
2016
Q3 | $1K | Buy |
+14
| New | +$1.23K | ﹤0.01% | 318 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$1K | – | 317 |
|
|
2016
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 300 |
|
|
2015
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 275 |
|
|
2015
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 256 |
|
|
2015
Q2 | $1K | Buy |
+14
| New | +$1.83K | ﹤0.01% | 271 |
|
|
2015
Q1 | – | Sell |
-14
| Closed | -$2K | – | 221 |
|
|
2014
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 250 |
|
|
2014
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 277 |
|
|
2014
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 279 |
|
|
2014
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 258 |
|
|
2013
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 245 |
|
|
2013
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 262 |
|
|
2013
Q2 | $2K | Buy |
+14
| New | +$2.9K | ﹤0.01% | 260 |
|
Other funds holding VRTS
VVP
SSA
Hartford Financial Management's VRTS Position: Q1 2023 in Review
Hartford Financial Management sold out of Virtus Investment Partners (VRTS) in Q1 2023, closing a stake of 14 shares — an estimated $2.68K sold.
Hartford Financial Management first reported a position in VRTS in Q2 2013 and held it in 36 quarters. The position peaked at $4K in Q4 2021. 172 funds tracked by Wall St. Rank hold VRTS as of Q1 2023.
- Hartford Financial Management reported no remaining Virtus Investment Partners position as of Q1 2023 after selling out during the quarter.
- Hartford Financial Management sold 14 Virtus Investment Partners shares in Q1 2023, an estimated $2.68K.
- Hartford Financial Management first reported a position in Virtus Investment Partners in Q2 2013 and held it in 36 quarters.
- Hartford Financial Management's Virtus Investment Partners position peaked at $4K in Q4 2021.
- 172 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2023.
Based on Hartford Financial Management's 13F filing for Q1 2023, filed 25 Apr 2023.