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Sittner & Nelson’s Virtus Investment Partners VRTS Stock Holding History

Sittner & Nelson’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
-9
Closed -$1.73K – 491
2022
Q2 		$2K Hold
9
– – ﹤0.01% 450
2022
Q1 		$2K Hold
9
– – ﹤0.01% 423
2021
Q4 		$3K Hold
9
– – ﹤0.01% 405
2021
Q3 		$3K Hold
9
– – ﹤0.01% 376
2021
Q2 		$2K Hold
9
– – ﹤0.01% 367
2021
Q1 		$2K Hold
9
– – ﹤0.01% 373
2020
Q4 		$2K Buy
+9
New +$1.64K ﹤0.01% 398

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
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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sittner & Nelson's VRTS Position: Q3 2022 in Review

Sittner & Nelson sold out of Virtus Investment Partners (VRTS) in Q3 2022, closing a stake of 9 shares — an estimated $1.73K sold.

Sittner & Nelson first reported a position in VRTS in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 175 funds tracked by Wall St. Rank hold VRTS as of Q3 2022.

  • Sittner & Nelson reported no remaining Virtus Investment Partners position as of Q3 2022 after selling out during the quarter.
  • Sittner & Nelson sold 9 Virtus Investment Partners shares in Q3 2022, an estimated $1.73K.
  • Sittner & Nelson first reported a position in Virtus Investment Partners in Q4 2020 and held it in 7 quarters.
  • Sittner & Nelson's Virtus Investment Partners position peaked at $3K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2022.

Based on Sittner & Nelson's 13F filing for Q3 2022, filed 14 Nov 2022.