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LGT Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-41
Closed -$9.04K – 716
2024
Q4 		$9.04K Hold
41
– – 0.02% 451
2024
Q3 		$8.59K Hold
41
– – 0.02% 447
2024
Q2 		$9.26K Hold
41
– – 0.02% 486
2024
Q1 		$10.2K Hold
41
– – 0.01% 492
2023
Q4 		$9.91K Hold
41
– – 0.01% 488
2023
Q3 		$8.28K Buy
+41
New +$8.34K 0.01% 515

Other funds holding VRTS

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LGT Financial Advisors's VRTS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 41 shares — an estimated $9.04K sold.

LGT Financial Advisors first reported a position in VRTS in Q3 2023 and held it in 6 quarters. The position peaked at $10.2K in Q1 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 41 Virtus Investment Partners shares in Q1 2025, an estimated $9.04K.
  • LGT Financial Advisors first reported a position in Virtus Investment Partners in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Virtus Investment Partners position peaked at $10.2K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.