KPW
VRTS icon

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

Kore 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
2020
Q3 		– Sell
-54
Closed -$6K – 1062
2020
Q2 		$6K Hold
54
– – ﹤0.01% 893
2020
Q1 		$4K Hold
54
– – ﹤0.01% 855
2019
Q4 		$7K Buy
+54
New +$6.02K ﹤0.01% 817
2019
Q2 		– Sell
-54
Closed -$5K – 776
2019
Q1 		$5K Hold
54
– – ﹤0.01% 776
2018
Q4 		$4K Buy
+54
New +$5.24K ﹤0.01% 743

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Kore Private Wealth's VRTS Position: Q3 2020 in Review

Kore Private Wealth sold out of Virtus Investment Partners (VRTS) in Q3 2020, closing a stake of 54 shares — an estimated $6K sold.

Kore Private Wealth first reported a position in VRTS in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 149 funds tracked by Wall St. Rank hold VRTS as of Q3 2020.

  • Kore Private Wealth reported no remaining Virtus Investment Partners position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 54 Virtus Investment Partners shares in Q3 2020, an estimated $6K.
  • Kore Private Wealth first reported a position in Virtus Investment Partners in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Virtus Investment Partners position peaked at $7K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.