AFWM
VTRS icon

Abich Financial Wealth Management’s Viatris VTRS Stock Holding History

Abich Financial 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
2024
Q3 		$836 Buy
+72
New +$831 ﹤0.01% 365
2024
Q2 		– Sell
-7,625
Closed -$91K – 882
2024
Q1 		$91K Buy
7,625
+2,083
+38% +$25.1K 0.07% 90
2023
Q4 		$60K Buy
+5,542
New +$53.1K 0.06% 94

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Abich Financial Wealth Management's VTRS Position: Q3 2024 in Review

Abich Financial Wealth Management opened a new position in Viatris (VTRS) in Q3 2024: 72 shares worth $836. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VTRS as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in VTRS in Q4 2023 and has held it in 3 quarters since. The position peaked at $91K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

  • Abich Financial Wealth Management held 72 shares of Viatris worth $836 as of Q3 2024.
  • Viatris was a new Abich Financial Wealth Management position in Q3 2024.
  • Viatris made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #365 holding.
  • Abich Financial Wealth Management first reported a position in Viatris in Q4 2023 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's Viatris position peaked at $91K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.