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Institutional & Family Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-117
Closed -$14K – 918
2019
Q4 		$14K Buy
+117
New +$13K ﹤0.01% 473

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's VRTS Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Virtus Investment Partners (VRTS) in Q1 2020, closing a stake of 117 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in VRTS in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 147 funds tracked by Wall St. Rank hold VRTS as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Virtus Investment Partners position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 117 Virtus Investment Partners shares in Q1 2020, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in Virtus Investment Partners in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Virtus Investment Partners position peaked at $14K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.