TFO
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Tarbox Family Office’s Virtus Investment Partners VRTS Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-10
Closed -$2K – 960
2022
Q1 		$2K Hold
10
– – ﹤0.01% 878
2021
Q4 		$3K Hold
10
– – ﹤0.01% 822
2021
Q3 		$3K Hold
10
– – ﹤0.01% 858
2021
Q2 		$3K Hold
10
– – ﹤0.01% 865
2021
Q1 		$2K Hold
10
– – ﹤0.01% 950
2020
Q4 		$2K Hold
10
– – ﹤0.01% 911
2020
Q3 		$1K Hold
10
– – ﹤0.01% 1082
2020
Q2 		$1K Sell
10
-28
-74% -$2.62K ﹤0.01% 1083
2020
Q1 		$3K Buy
38
+10
+36% +$1.13K ﹤0.01% 572
2019
Q4 		$3K Buy
+28
New +$3.12K ﹤0.01% 720

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Tarbox Family Office's VRTS Position: Q2 2022 in Review

Tarbox Family Office sold out of Virtus Investment Partners (VRTS) in Q2 2022, closing a stake of 10 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in VRTS in Q4 2019 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 174 funds tracked by Wall St. Rank hold VRTS as of Q2 2022.

  • Tarbox Family Office reported no remaining Virtus Investment Partners position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 10 Virtus Investment Partners shares in Q2 2022, an estimated $2K.
  • Tarbox Family Office first reported a position in Virtus Investment Partners in Q4 2019 and held it in 10 quarters.
  • Tarbox Family Office's Virtus Investment Partners position peaked at $3K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.