TCI Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

TCI 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 Q2	–	Sell	-38	Closed	-$7.24K	–	2192
2023 Q1	$7.24K	Hold	38	–	–	﹤0.01%	1285
2022 Q4	$7.28K	Buy	+38	New	+$6.8K	﹤0.01%	1284
2022 Q3	–	Sell	-26	Closed	-$4K	–	2608
2022 Q2	$4K	Buy	+26	New	+$4.91K	﹤0.01%	1711
2022 Q1	–	Sell	-14	Closed	-$4K	–	2473
2021 Q4	$4K	Hold	14	–	–	﹤0.01%	1916
2021 Q3	$4K	Buy	14 +3	+27%	+$891	﹤0.01%	1833
2021 Q2	$3K	Buy	11 +2	+22%	+$541	﹤0.01%	1869
2021 Q1	$2K	Buy	+9	New	+$2.17K	﹤0.01%	1921

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Wealth Advisors's VRTS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Virtus Investment Partners (VRTS) in Q2 2023, closing a stake of 38 shares — an estimated $7.24K sold.

TCI Wealth Advisors first reported a position in VRTS in Q1 2021 and held it in 7 quarters. The position peaked at $7.28K in Q4 2022. 171 funds tracked by Wall St. Rank hold VRTS as of Q2 2023.

TCI Wealth Advisors reported no remaining Virtus Investment Partners position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 38 Virtus Investment Partners shares in Q2 2023, an estimated $7.24K.
TCI Wealth Advisors first reported a position in Virtus Investment Partners in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's Virtus Investment Partners position peaked at $7.28K in Q4 2022.
171 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.