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Wealthspire Advisors (Maryland)’s Virtus Investment Partners VRTS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-47
Closed -$5K – 2003
2019
Q1 		$5K Hold
47
– – ﹤0.01% 1855
2018
Q4 		$4K Hold
47
– – ﹤0.01% 1876
2018
Q3 		$5K Buy
47
+1
+2% +$127 ﹤0.01% 1835
2018
Q2 		$6K Sell
46
-1
-2% -$124 ﹤0.01% 1745
2018
Q1 		$6K Hold
47
– – ﹤0.01% 1767
2017
Q4 		$5K Buy
47
+17
+57% +$2K ﹤0.01% 1855
2017
Q3 		$3K Buy
+30
New +$3.35K ﹤0.01% 1927

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VRTS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Virtus Investment Partners (VRTS) in Q2 2019, closing a stake of 47 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in VRTS in Q3 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2018. 144 funds tracked by Wall St. Rank hold VRTS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Virtus Investment Partners position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 47 Virtus Investment Partners shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Virtus Investment Partners in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Virtus Investment Partners position peaked at $6K in Q2 2018.
  • 144 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.