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Riverview Trust Company’s Virtus Investment Partners VRTS Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-78
Closed -$12K – 868
2022
Q3 		$12K Hold
78
– – 0.01% 626
2022
Q2 		$13K Buy
+78
New +$14.7K 0.01% 600

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 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

Riverview Trust Company's VRTS Position: Q4 2022 in Review

Riverview Trust Company sold out of Virtus Investment Partners (VRTS) in Q4 2022, closing a stake of 78 shares — an estimated $12K sold.

Riverview Trust Company first reported a position in VRTS in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 178 funds tracked by Wall St. Rank hold VRTS as of Q4 2022.

  • Riverview Trust Company reported no remaining Virtus Investment Partners position as of Q4 2022 after selling out during the quarter.
  • Riverview Trust Company sold 78 Virtus Investment Partners shares in Q4 2022, an estimated $12K.
  • Riverview Trust Company first reported a position in Virtus Investment Partners in Q2 2022 and held it in 2 quarters.
  • Riverview Trust Company's Virtus Investment Partners position peaked at $13K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.