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Virtus Investment Advisers’s Merchants Bancorp MBIN Stock Holding History

Virtus Investment Advisers’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,588
Closed -$112K – 317
2022
Q4 		$112K Hold
4,588
– – 0.07% 264
2022
Q3 		$106K Buy
+4,588
New +$117K 0.05% 287

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BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Virtus Investment Advisers's MBIN Position: Q1 2023 in Review

Virtus Investment Advisers sold out of Merchants Bancorp (MBIN) in Q1 2023, closing a stake of 4,588 shares — an estimated $112K sold.

Virtus Investment Advisers first reported a position in MBIN in Q3 2022 and held it in 2 quarters. The position peaked at $112K in Q4 2022. 124 funds tracked by Wall St. Rank hold MBIN as of Q1 2023.

  • Virtus Investment Advisers reported no remaining Merchants Bancorp position as of Q1 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,588 Merchants Bancorp shares in Q1 2023, an estimated $112K.
  • Virtus Investment Advisers first reported a position in Merchants Bancorp in Q3 2022 and held it in 2 quarters.
  • Virtus Investment Advisers's Merchants Bancorp position peaked at $112K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2023.

Based on Virtus Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.