Able Wealth Management’s Viatris VTRS Stock Holding History

Able 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 Q1	–	Sell	-2,738	Closed	-$29.7K	–	567
2023 Q4	$29.7K	Buy	+2,738	New	+$26.2K	0.03%	173

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Able Wealth Management's VTRS Position: Q1 2024 in Review

Able Wealth Management sold out of Viatris (VTRS) in Q1 2024, closing a stake of 2,738 shares — an estimated $29.7K sold.

Able Wealth Management first reported a position in VTRS in Q4 2023 and held it in 1 quarter. The position peaked at $29.7K in Q4 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

Able Wealth Management reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 2,738 Viatris shares in Q1 2024, an estimated $29.7K.
Able Wealth Management first reported a position in Viatris in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Viatris position peaked at $29.7K in Q4 2023.
1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.