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IronBridge Private Wealth’s Virtus Investment Partners VRTS Stock Holding History

IronBridge Private Wealth’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
-15,751
Closed -$4.89M – 335
2021
Q3 		$4.89M Buy
+15,751
New +$4.68M 2.63% 13

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
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 $2.9T AUM 29.55% 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

IronBridge Private Wealth's VRTS Position: Q4 2021 in Review

IronBridge Private Wealth sold out of Virtus Investment Partners (VRTS) in Q4 2021, closing a stake of 15,751 shares — an estimated $4.89M sold.

IronBridge Private Wealth first reported a position in VRTS in Q3 2021 and held it in 1 quarter. The position peaked at $4.89M in Q3 2021. 200 funds tracked by Wall St. Rank hold VRTS as of Q4 2021.

  • IronBridge Private Wealth reported no remaining Virtus Investment Partners position as of Q4 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 15,751 Virtus Investment Partners shares in Q4 2021, an estimated $4.89M.
  • IronBridge Private Wealth first reported a position in Virtus Investment Partners in Q3 2021 and held it in 1 quarter.
  • IronBridge Private Wealth's Virtus Investment Partners position peaked at $4.89M in Q3 2021.
  • 200 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2021.

Based on IronBridge Private Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.