KI
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Kula Investments’s Virtu Financial VIRT Stock Holding History

Kula Investments’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$494K Sell
26,140
-8,989
-26% -$173K 0.12% 305
2022
Q4 		$717K Buy
+35,129
New +$763K 0.21% 116

Other funds holding VIRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Kula Investments's VIRT Position: Q1 2023 in Review

Kula Investments reduced its Virtu Financial (VIRT) stake by 26% in Q1 2023, selling an estimated $173K and leaving 26,140 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #305.

Kula Investments first reported a position in VIRT in Q4 2022 and has held it in 2 quarters since. The position peaked at $717K in Q4 2022. 259 funds tracked by Wall St. Rank hold VIRT as of Q1 2023.

  • Kula Investments held 26,140 shares of Virtu Financial worth $494K as of Q1 2023.
  • Kula Investments sold 8,989 Virtu Financial shares in Q1 2023, an estimated $173K.
  • Virtu Financial made up 0.12% of Kula Investments's portfolio in Q1 2023, its #305 holding.
  • Kula Investments first reported a position in Virtu Financial in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Virtu Financial position peaked at $717K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Virtu Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.