SWA
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Sutton Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-175
Closed -$33.5K – 1553
2022
Q4 		$33.5K Sell
175
-67
-28% -$12K 0.01% 514
2022
Q3 		$38.6K Sell
242
-4
-2% -$767 0.02% 444
2022
Q2 		$42.1K Buy
246
+73
+42% +$13.8K 0.02% 425
2022
Q1 		$41.5K Sell
173
-2
-1% -$505 0.01% 466
2021
Q4 		$52K Buy
175
+2
+1% +$621 0.02% 399
2021
Q3 		$53.7K Hold
173
– – 0.02% 382
2021
Q2 		$48.1K Hold
173
– – 0.02% 417
2021
Q1 		$40.7K Hold
173
– – 0.02% 447
2020
Q4 		$37.5K Hold
173
– – 0.02% 434
2020
Q3 		$24K Hold
173
– – 0.01% 492
2020
Q2 		$20.1K Buy
173
+97
+128% +$9.08K 0.01% 529
2020
Q1 		$5.78K Sell
76
-50
-40% -$5.64K ﹤0.01% 786
2019
Q4 		$15.3K Hold
126
– – 0.01% 705
2019
Q3 		$13.9K Hold
126
– – 0.01% 701
2019
Q2 		$13.5K Buy
126
+50
+66% +$5.58K 0.01% 692
2019
Q1 		$7.41K Hold
76
– – ﹤0.01% 857
2018
Q4 		$6.04K Hold
76
– – ﹤0.01% 854
2018
Q3 		$8.64K Hold
76
– – 0.01% 816
2018
Q2 		$9.72K Hold
76
– – 0.01% 836
2018
Q1 		$9.41K Hold
76
– – 0.01% 824
2017
Q4 		$8.74K Hold
76
– – 0.01% 817
2017
Q3 		$8.82K Hold
76
– – 0.01% 790
2017
Q2 		$8.43K Hold
76
– – 0.01% 780
2017
Q1 		$8.05K Hold
76
– – 0.01% 769
2016
Q4 		$8.97K Hold
76
– – 0.01% 720
2016
Q3 		$7.44K Hold
76
– – 0.01% 737
2016
Q2 		$5.41K Buy
+76
New +$5.76K 0.01% 768

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sutton Wealth Advisors's VRTS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2023, closing a stake of 175 shares — an estimated $33.5K sold.

Sutton Wealth Advisors first reported a position in VRTS in Q2 2016 and held it in 27 quarters. The position peaked at $53.7K in Q3 2021. 172 funds tracked by Wall St. Rank hold VRTS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Virtus Investment Partners position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 175 Virtus Investment Partners shares in Q1 2023, an estimated $33.5K.
  • Sutton Wealth Advisors first reported a position in Virtus Investment Partners in Q2 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Virtus Investment Partners position peaked at $53.7K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.