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Private Client Services’s Virtus Investment Partners VRTS Stock Holding History

Private Client Services’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
2025
Q1 		– Sell
-3,622
Closed -$799K – 212
2024
Q4 		$799K Buy
+3,622
New +$825K 0.43% 62

Other funds holding VRTS

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Private Client Services's VRTS Position: Q1 2025 in Review

Private Client Services sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 3,622 shares — an estimated $799K sold.

Private Client Services first reported a position in VRTS in Q4 2024 and held it in 1 quarter. The position peaked at $799K in Q4 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Private Client Services reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • Private Client Services sold 3,622 Virtus Investment Partners shares in Q1 2025, an estimated $799K.
  • Private Client Services first reported a position in Virtus Investment Partners in Q4 2024 and held it in 1 quarter.
  • Private Client Services's Virtus Investment Partners position peaked at $799K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Private Client Services's 13F filing for Q1 2025, filed 8 Apr 2025.