Merit Financial Group’s Virco VIRC Stock Holding History

Merit Financial Group’s Portfolio VIRC Stock Details VIRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,089	Closed	-$222K	–	1192
2024 Q3	$222K	Buy	16,089 +2,867	+22%	+$43.7K	0.01%	761
2024 Q2	$184K	Hold	13,222	–	–	﹤0.01%	871
2024 Q1	$144K	Buy	13,222 +46	+0.3%	+$498	﹤0.01%	832
2023 Q4	$159K	Hold	13,176	–	–	﹤0.01%	744
2023 Q3	$105K	Buy	13,176 +2,859	+28%	+$13.7K	﹤0.01%	717
2023 Q2	$43K	Hold	10,317	–	–	﹤0.01%	733
2023 Q1	$40.9K	Hold	10,317	–	–	﹤0.01%	618
2022 Q4	$46.6K	Hold	10,317	–	–	﹤0.01%	663
2022 Q3	$44K	Buy	+10,317	New	+$42.8K	﹤0.01%	546
2020 Q4	–	Sell	-19,485	Closed	-$42K	–	240
2020 Q3	$42K	Buy	19,485 +5,082	+35%	+$11.7K	﹤0.01%	217
2020 Q2	$38K	Sell	14,403 -15,000	-51%	-$37K	﹤0.01%	212
2020 Q1	$62K	Buy	+29,403	New	+$109K	0.01%	215

Other funds holding VIRC

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Merit Financial Group's VIRC Position: Q4 2024 in Review

Merit Financial Group sold out of Virco (VIRC) in Q4 2024, closing a stake of 16,089 shares — an estimated $222K sold.

Merit Financial Group first reported a position in VIRC in Q1 2020 and held it in 12 quarters. The position peaked at $222K in Q3 2024. 98 funds tracked by Wall St. Rank hold VIRC as of Q4 2024.

Merit Financial Group reported no remaining Virco position as of Q4 2024 after selling out during the quarter.
Merit Financial Group sold 16,089 Virco shares in Q4 2024, an estimated $222K.
Merit Financial Group first reported a position in Virco in Q1 2020 and held it in 12 quarters.
Merit Financial Group's Virco position peaked at $222K in Q3 2024.
98 funds tracked by Wall St. Rank held Virco as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.