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Key Financial Inc’s Virtus Investment Partners VRTS Stock Holding History

Key Financial Inc’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
Q2 		– Sell
-51
Closed -$12K – 1168
2022
Q1 		$12K Buy
+51
New +$12.9K 0.01% 601

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VVP
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Dimensional Fund Advisors
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State Street
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Brown Advisory
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Key Financial Inc's VRTS Position: Q2 2022 in Review

Key Financial Inc sold out of Virtus Investment Partners (VRTS) in Q2 2022, closing a stake of 51 shares — an estimated $12K sold.

Key Financial Inc first reported a position in VRTS in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 174 funds tracked by Wall St. Rank hold VRTS as of Q2 2022.

  • Key Financial Inc reported no remaining Virtus Investment Partners position as of Q2 2022 after selling out during the quarter.
  • Key Financial Inc sold 51 Virtus Investment Partners shares in Q2 2022, an estimated $12K.
  • Key Financial Inc first reported a position in Virtus Investment Partners in Q1 2022 and held it in 1 quarter.
  • Key Financial Inc's Virtus Investment Partners position peaked at $12K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2022.

Based on Key Financial Inc's 13F filing for Q2 2022, filed 26 Jul 2022.