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Sageworth Trust Company of South Dakota’s Virtus Investment Partners VRTS Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-5
Closed -$1K – 638
2022
Q2 		$1K Sell
5
-18
-78% -$3.4K ﹤0.01% 554
2022
Q1 		$6K Sell
23
-4
-15% -$1.01K 0.01% 277
2021
Q4 		$8K Buy
+27
New +$8.38K 0.01% 439

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VVP
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Dimensional Fund Advisors
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State Street
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
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WCM Investment Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sageworth Trust Company of South Dakota's VRTS Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Virtus Investment Partners (VRTS) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in VRTS in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 175 funds tracked by Wall St. Rank hold VRTS as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Virtus Investment Partners position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 5 Virtus Investment Partners shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Virtus Investment Partners in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Virtus Investment Partners position peaked at $8K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.