Tompkins Financial’s Virtus Investment Partners VRTS Stock Holding History

Tompkins Financial’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
2020 Q2	–	Sell	-13	Closed	-$1K	–	429
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	405
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	389
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	346
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	351
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	393
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	400
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	416
2018 Q2	$2K	Buy	+13	New	+$1.61K	﹤0.01%	408

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tompkins Financial's VRTS Position: Q2 2020 in Review

Tompkins Financial sold out of Virtus Investment Partners (VRTS) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

Tompkins Financial first reported a position in VRTS in Q2 2018 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 141 funds tracked by Wall St. Rank hold VRTS as of Q2 2020.

Tompkins Financial reported no remaining Virtus Investment Partners position as of Q2 2020 after selling out during the quarter.
Tompkins Financial sold 13 Virtus Investment Partners shares in Q2 2020, an estimated $1K.
Tompkins Financial first reported a position in Virtus Investment Partners in Q2 2018 and held it in 8 quarters.
Tompkins Financial's Virtus Investment Partners position peaked at $2K in Q4 2019.
141 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2020.

Based on Tompkins Financial's 13F filing for Q2 2020, filed 29 Jul 2020.