NFA
VRTS icon

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

Northwest 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
2024
Q4 		– Sell
-11
Closed -$2.3K – 533
2024
Q3 		$2.3K Buy
+11
New +$2.36K ﹤0.01% 491
2024
Q1 		– Sell
-11
Closed -$2.66K – 518
2023
Q4 		$2.66K Buy
+11
New +$2.19K ﹤0.01% 476

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Financial Advisors's VRTS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Virtus Investment Partners (VRTS) in Q4 2024, closing a stake of 11 shares — an estimated $2.3K sold.

Northwest Financial Advisors first reported a position in VRTS in Q4 2023 and held it in 2 quarters. The position peaked at $2.66K in Q4 2023. 238 funds tracked by Wall St. Rank hold VRTS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Virtus Investment Partners position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 11 Virtus Investment Partners shares in Q4 2024, an estimated $2.3K.
  • Northwest Financial Advisors first reported a position in Virtus Investment Partners in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Virtus Investment Partners position peaked at $2.66K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.