OPS
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Orion Portfolio Solutions’s Virtus Investment Partners VRTS Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-4
Closed – – 2477
2020
Q1 		$0 Buy
4
+2
+100% +$226 ﹤0.01% 2339
2019
Q4 		$0 Buy
+2
New +$223 ﹤0.01% 1962

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's VRTS Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Virtus Investment Partners (VRTS) in Q2 2020, closing a stake of 4 shares.

Orion Portfolio Solutions first reported a position in VRTS in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 141 funds tracked by Wall St. Rank hold VRTS as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Virtus Investment Partners position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4 Virtus Investment Partners shares in Q2 2020.
  • Orion Portfolio Solutions first reported a position in Virtus Investment Partners in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Virtus Investment Partners position peaked at $0 in Q1 2020.
  • 141 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.