PMFA
VRTS icon

Plante Moran Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

Plante Moran 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
2022
Q1 		– Sell
-28
Closed -$8K – 1018
2021
Q4 		$8K Hold
28
– – ﹤0.01% 741
2021
Q3 		$9K Sell
28
-34
-55% -$10.1K ﹤0.01% 717
2021
Q2 		$17K Buy
+62
New +$16.8K ﹤0.01% 594

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's VRTS Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2022, closing a stake of 28 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in VRTS in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 187 funds tracked by Wall St. Rank hold VRTS as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Virtus Investment Partners position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 28 Virtus Investment Partners shares in Q1 2022, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in Virtus Investment Partners in Q2 2021 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Virtus Investment Partners position peaked at $17K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.