Wipfli Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

Wipfli Financial 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
2022 Q3	$18K	Buy	+111	New	+$21.3K	﹤0.01%	1611

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Wipfli Financial Advisors's VRTS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Virtus Investment Partners (VRTS) in Q3 2022: 111 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings.

175 funds tracked by Wall St. Rank hold VRTS as of Q3 2022.

Wipfli Financial Advisors held 111 shares of Virtus Investment Partners worth $18K as of Q3 2022.
Virtus Investment Partners was a new Wipfli Financial Advisors position in Q3 2022.
Virtus Investment Partners made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1611 holding.
175 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.