MinichMacGregor Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-4	Closed	-$765	–	637
2022 Q4	$765	Buy	+4	New	+$715	﹤0.01%	649
2018 Q4	–	Sell	-8	Closed	–	–	512
2018 Q3	$0	Hold	8	–	–	﹤0.01%	591
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	509
2018 Q1	$0	Hold	8	–	–	﹤0.01%	559
2017 Q4	$0	Hold	8	–	–	﹤0.01%	532
2017 Q3	$0	Hold	8	–	–	﹤0.01%	524
2017 Q2	$0	Hold	8	–	–	﹤0.01%	523
2017 Q1	$0	Hold	8	–	–	﹤0.01%	511
2016 Q4	$0	Hold	8	–	–	﹤0.01%	508
2016 Q3	$0	Hold	8	–	–	﹤0.01%	489
2016 Q2	$0	Sell	8 -5	-38%	-$379	﹤0.01%	471
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	411
2015 Q4	$1K	Buy	+13	New	+$1.56K	﹤0.01%	362

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MinichMacGregor Wealth Management's VRTS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Virtus Investment Partners (VRTS) in Q1 2023, closing a stake of 4 shares — an estimated $765 sold.

MinichMacGregor Wealth Management first reported a position in VRTS in Q4 2015 and held it in 13 quarters. The position peaked at $1K in Q2 2018. 172 funds tracked by Wall St. Rank hold VRTS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Virtus Investment Partners position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 4 Virtus Investment Partners shares in Q1 2023, an estimated $765.
MinichMacGregor Wealth Management first reported a position in Virtus Investment Partners in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Virtus Investment Partners position peaked at $1K in Q2 2018.
172 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.