IndexIQ Advisors’s Virtus Investment Partners VRTS Stock Holding History

IndexIQ Advisors’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 Q1	$400K	Sell	1,666 -127	-7%	-$32.1K	0.01%	691
2021 Q4	$533K	Sell	1,793 -116	-6%	-$36K	0.02%	516
2021 Q3	$592K	Buy	1,909 +191	+11%	+$56.7K	0.02%	447
2021 Q2	$477K	Buy	1,718 +37	+2%	+$10K	0.02%	494
2021 Q1	$396K	Sell	1,681 -1,071	-39%	-$258K	0.01%	834
2020 Q4	$597K	Buy	2,752 +284	+12%	+$51.6K	0.02%	317
2020 Q3	$342K	Buy	2,468 +132	+6%	+$17.9K	0.01%	369
2020 Q2	$272K	Sell	2,336 -140	-6%	-$13.1K	0.01%	360
2020 Q1	$188K	Buy	+2,476	New	+$279K	0.01%	488

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IndexIQ Advisors's VRTS Position: Q1 2022 in Review

IndexIQ Advisors reduced its Virtus Investment Partners (VRTS) stake by 7.1% in Q1 2022, selling an estimated $32.1K and leaving 1,666 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #691.

IndexIQ Advisors first reported a position in VRTS in Q1 2020 and has held it in 9 quarters since. The position peaked at $597K in Q4 2020. 187 funds tracked by Wall St. Rank hold VRTS as of Q1 2022.

IndexIQ Advisors held 1,666 shares of Virtus Investment Partners worth $400K as of Q1 2022.
IndexIQ Advisors sold 127 Virtus Investment Partners shares in Q1 2022, an estimated $32.1K.
Virtus Investment Partners made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #691 holding.
IndexIQ Advisors first reported a position in Virtus Investment Partners in Q1 2020 and has held it in 9 quarters since.
IndexIQ Advisors's Virtus Investment Partners position peaked at $597K in Q4 2020.
187 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.