VVP
VRTS icon

Venture Visionary Partners’s Virtus Investment Partners VRTS Stock Holding History

Venture Visionary Partners’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
-7
Closed -$1.2K – 1522
2022
Q2 		$1.2K Buy
+7
New +$1.32K ﹤0.01% 1590

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VVP
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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

Venture Visionary Partners's VRTS Position: Q3 2022 in Review

Venture Visionary Partners sold out of Virtus Investment Partners (VRTS) in Q3 2022, closing a stake of 7 shares — an estimated $1.2K sold.

Venture Visionary Partners first reported a position in VRTS in Q2 2022 and held it in 1 quarter. The position peaked at $1.2K in Q2 2022. 175 funds tracked by Wall St. Rank hold VRTS as of Q3 2022.

  • Venture Visionary Partners reported no remaining Virtus Investment Partners position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 7 Virtus Investment Partners shares in Q3 2022, an estimated $1.2K.
  • Venture Visionary Partners first reported a position in Virtus Investment Partners in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Virtus Investment Partners position peaked at $1.2K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.