Yorktown Management & Research Company’s Virtus Investment Partners VRTS Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-1,850	Closed	-$444K	–	240
2022 Q1	$444K	Hold	1,850	–	–	0.38%	113
2021 Q4	$550K	Hold	1,850	–	–	0.37%	107
2021 Q3	$574K	Buy	+1,850	New	+$549K	0.43%	72
2013 Q3	–	Sell	-1,200	Closed	-$212K	–	392
2013 Q2	$212K	Buy	+1,200	New	+$249K	0.04%	274

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 Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Yorktown Management & Research Company's VRTS Position: Q2 2022 in Review

Yorktown Management & Research Company sold out of Virtus Investment Partners (VRTS) in Q2 2022, closing a stake of 1,850 shares — an estimated $444K sold.

Yorktown Management & Research Company first reported a position in VRTS in Q2 2013 and held it in 4 quarters. The position peaked at $574K in Q3 2021. 174 funds tracked by Wall St. Rank hold VRTS as of Q2 2022.

Yorktown Management & Research Company reported no remaining Virtus Investment Partners position as of Q2 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 1,850 Virtus Investment Partners shares in Q2 2022, an estimated $444K.
Yorktown Management & Research Company first reported a position in Virtus Investment Partners in Q2 2013 and held it in 4 quarters.
Yorktown Management & Research Company's Virtus Investment Partners position peaked at $574K in Q3 2021.
174 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2022.

Based on Yorktown Management & Research Company's 13F filing for Q2 2022, filed 29 Jul 2022.