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Accurate Wealth Management’s Viatris VTRS Stock Holding History

Accurate 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
2023
Q1 		– Sell
-1,130
Closed -$13.4K – 1441
2022
Q4 		$13.4K Buy
+1,130
New +$11.8K ﹤0.01% 788

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Accurate Wealth Management's VTRS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Viatris (VTRS) in Q1 2023, closing a stake of 1,130 shares — an estimated $13.4K sold.

Accurate Wealth Management first reported a position in VTRS in Q4 2022 and held it in 1 quarter. The position peaked at $13.4K in Q4 2022. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,130 Viatris shares in Q1 2023, an estimated $13.4K.
  • Accurate Wealth Management first reported a position in Viatris in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Viatris position peaked at $13.4K in Q4 2022.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.