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Adirondack Retirement Specialists’s Viatris VTRS Stock Holding History

Adirondack Retirement Specialists’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
Q3 		– Sell
-24
Closed -$240 – 129
2023
Q2 		$240 Hold
24
– – ﹤0.01% 135
2023
Q1 		$229 Hold
24
– – ﹤0.01% 150
2022
Q4 		$267 Hold
24
– – ﹤0.01% 125
2022
Q3 		$0 Buy
+24
New +$236 ﹤0.01% 141

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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

Adirondack Retirement Specialists's VTRS Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Viatris (VTRS) in Q3 2023, closing a stake of 24 shares — an estimated $240 sold.

Adirondack Retirement Specialists first reported a position in VTRS in Q3 2022 and held it in 4 quarters. The position peaked at $267 in Q4 2022. 960 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 24 Viatris shares in Q3 2023, an estimated $240.
  • Adirondack Retirement Specialists first reported a position in Viatris in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Viatris position peaked at $267 in Q4 2022.
  • 960 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.