Acima Private Wealth’s Viatris VTRS Stock Holding History

Acima Private Wealth’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 Q2	–	Sell	-124	Closed	-$1.48K	–	198
2024 Q1	$1.48K	Hold	124	–	–	﹤0.01%	192
2023 Q4	$1.34K	Hold	124	–	–	﹤0.01%	236
2023 Q3	$1.22K	Hold	124	–	–	﹤0.01%	247
2023 Q2	$1.24K	Hold	124	–	–	﹤0.01%	258
2023 Q1	$1.19K	Hold	124	–	–	﹤0.01%	277
2022 Q4	$1.38K	Hold	124	–	–	﹤0.01%	218
2022 Q3	$1.06K	Hold	124	–	–	﹤0.01%	224
2022 Q2	$1.3K	Hold	124	–	–	﹤0.01%	230
2022 Q1	$1K	Hold	124	–	–	﹤0.01%	234
2021 Q4	$2K	Hold	124	–	–	﹤0.01%	233
2021 Q3	$2K	Hold	124	–	–	﹤0.01%	227
2021 Q2	$2K	Sell	124 -37	-23%	-$535	﹤0.01%	227
2021 Q1	$2K	Sell	161 -1,851	-92%	-$30.2K	﹤0.01%	227
2020 Q4	$38K	Buy	+2,012	New	+$32.8K	0.02%	166

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

DSA

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

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

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

Acima Private Wealth's VTRS Position: Q2 2024 in Review

Acima Private Wealth sold out of Viatris (VTRS) in Q2 2024, closing a stake of 124 shares — an estimated $1.48K sold.

Acima Private Wealth first reported a position in VTRS in Q4 2020 and held it in 14 quarters. The position peaked at $38K in Q4 2020. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

Acima Private Wealth reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
Acima Private Wealth sold 124 Viatris shares in Q2 2024, an estimated $1.48K.
Acima Private Wealth first reported a position in Viatris in Q4 2020 and held it in 14 quarters.
Acima Private Wealth's Viatris position peaked at $38K in Q4 2020.
995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Acima Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.