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Mendota Financial Group’s Virtus Investment Partners VRTS Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-1
Closed -$210 – 1142
2024
Q3 		$210 Buy
+1
New +$214 ﹤0.01% 613

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WCM Investment Management
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Mendota Financial Group's VRTS Position: Q4 2024 in Review

Mendota Financial Group sold out of Virtus Investment Partners (VRTS) in Q4 2024, closing a stake of 1 share — an estimated $210 sold.

Mendota Financial Group first reported a position in VRTS in Q3 2024 and held it in 1 quarter. The position peaked at $210 in Q3 2024. 238 funds tracked by Wall St. Rank hold VRTS as of Q4 2024.

  • Mendota Financial Group reported no remaining Virtus Investment Partners position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 Virtus Investment Partners share in Q4 2024, an estimated $210.
  • Mendota Financial Group first reported a position in Virtus Investment Partners in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Virtus Investment Partners position peaked at $210 in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.