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Profund Advisors’s Virtus Investment Partners VRTS Stock Holding History

Profund 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
2021
Q4 		– Sell
-699
Closed -$217K – 1413
2021
Q3 		$217K Sell
699
-87
-11% -$25.8K 0.01% 1204
2021
Q2 		$218K Buy
+786
New +$213K 0.01% 1304
2014
Q3 		– Sell
-1,034
Closed -$219K – 1449
2014
Q2 		$219K Buy
+1,034
New +$195K 0.01% 1390
2014
Q1 		– Sell
-1,742
Closed -$348K – 1718
2013
Q4 		$348K Buy
1,742
+474
+37% +$91K 0.02% 1290
2013
Q3 		$206K Buy
+1,268
New +$229K 0.01% 1515

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