Harvest Group Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Harvest Group Wealth Management’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	-2	Closed	–	–	698
2020 Q4	$0	Hold	2	–	–	﹤0.01%	862
2020 Q3	$0	Hold	2	–	–	﹤0.01%	837
2020 Q2	$0	Hold	2	–	–	﹤0.01%	862
2020 Q1	$0	Sell	2 -12	-86%	-$1.35K	﹤0.01%	1027
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	890
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	776
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	827
2019 Q1	$1K	Buy	+14	New	+$1.32K	﹤0.01%	860

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Harvest Group Wealth Management's VRTS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Virtus Investment Partners (VRTS) in Q1 2021, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in VRTS in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 177 funds tracked by Wall St. Rank hold VRTS as of Q1 2021.

Harvest Group Wealth Management reported no remaining Virtus Investment Partners position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 2 Virtus Investment Partners shares in Q1 2021.
Harvest Group Wealth Management first reported a position in Virtus Investment Partners in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Virtus Investment Partners position peaked at $2K in Q3 2019.
177 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.