9WM
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9258 Wealth Management’s Viatris VTRS Stock Holding History

9258 Wealth Management’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-8,453
Closed -$240K – 189
2019
Q1 		$240K Sell
8,453
-494
-6% -$14.4K 0.2% 134
2018
Q4 		$245K Buy
+8,947
New +$290K 0.24% 130

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

9258 Wealth Management's VTRS Position: Q2 2019 in Review

9258 Wealth Management sold out of Viatris (VTRS) in Q2 2019, closing a stake of 8,453 shares — an estimated $240K sold.

9258 Wealth Management first reported a position in VTRS in Q4 2018 and held it in 2 quarters. The position peaked at $245K in Q4 2018. 440 funds tracked by Wall St. Rank hold VTRS as of Q2 2019.

  • 9258 Wealth Management reported no remaining Viatris position as of Q2 2019 after selling out during the quarter.
  • 9258 Wealth Management sold 8,453 Viatris shares in Q2 2019, an estimated $240K.
  • 9258 Wealth Management first reported a position in Viatris in Q4 2018 and held it in 2 quarters.
  • 9258 Wealth Management's Viatris position peaked at $245K in Q4 2018.
  • 440 funds tracked by Wall St. Rank held Viatris as of Q2 2019.

Based on 9258 Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.