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JOYN Advisors’s Virtus Investment Partners VRTS Stock Holding History

JOYN 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
2019
Q1 		– Sell
-9
Closed -$1K – 1379
2018
Q4 		$1K Buy
9
+6
+200% +$583 ﹤0.01% 1687
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1894
2018
Q2 		$0 Buy
+3
New +$372 ﹤0.01% 1869

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

JOYN Advisors's VRTS Position: Q1 2019 in Review

JOYN Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

JOYN Advisors first reported a position in VRTS in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 140 funds tracked by Wall St. Rank hold VRTS as of Q1 2019.

  • JOYN Advisors reported no remaining Virtus Investment Partners position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 9 Virtus Investment Partners shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Virtus Investment Partners in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Virtus Investment Partners position peaked at $1K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.