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MBM Wealth Consultants’s Virtu Financial VIRT Stock Holding History

MBM Wealth Consultants’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 		– Sell
-152
Closed -$3K – 343
2022
Q4 		$3K Buy
+152
New +$3.3K ﹤0.01% 300

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

MBM Wealth Consultants's VIRT Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Virtu Financial (VIRT) in Q1 2023, closing a stake of 152 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in VIRT in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 259 funds tracked by Wall St. Rank hold VIRT as of Q1 2023.

  • MBM Wealth Consultants reported no remaining Virtu Financial position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 152 Virtu Financial shares in Q1 2023, an estimated $3K.
  • MBM Wealth Consultants first reported a position in Virtu Financial in Q4 2022 and held it in 1 quarter.
  • MBM Wealth Consultants's Virtu Financial position peaked at $3K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Virtu Financial as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.