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American Portfolios Advisors’s Viatris VTRS Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$168K Buy
19,751
+2,598
+15% +$25.6K 0.01% 1088
2022
Q2 		$180K Sell
17,153
-291
-2% -$3.19K 0.01% 1091
2022
Q1 		$190K Buy
17,444
+1,977
+13% +$26K 0.01% 1178
2021
Q4 		$209K Buy
15,467
+993
+7% +$13.3K 0.01% 1136
2021
Q3 		$196K Buy
14,474
+889
+7% +$12.6K 0.01% 1121
2021
Q2 		$194K Buy
13,585
+753
+6% +$10.9K 0.01% 1112
2021
Q1 		$179K Buy
12,832
+3,160
+33% +$51.5K 0.01% 1073
2020
Q4 		$181K Buy
9,672
+9,292
+2,445% +$152K 0.01% 917
2020
Q3 		$5.63K Sell
380
-200
-34% -$3.19K ﹤0.01% 2224
2020
Q2 		$9.33K Sell
580
-666
-53% -$10.8K ﹤0.01% 1949
2020
Q1 		$18.6K Buy
1,246
+661
+113% +$12.7K ﹤0.01% 1559
2019
Q4 		$11.8K Hold
585
– – ﹤0.01% 1936
2019
Q3 		$11.6K Sell
585
-256
-30% -$5.02K ﹤0.01% 1879
2019
Q2 		$16K Sell
841
-80
-9% -$1.77K ﹤0.01% 1743
2019
Q1 		$26.1K Buy
921
+48
+5% +$1.4K ﹤0.01% 1474
2018
Q4 		$23.9K Buy
873
+412
+89% +$13.3K ﹤0.01% 1306
2018
Q3 		$16.9K Hold
461
– – ﹤0.01% 1551
2018
Q2 		$16.7K Buy
+461
New +$18.1K ﹤0.01% 1517
2018
Q1 		– Sell
-2,500
Closed -$106K – 2403
2017
Q4 		$106K Buy
+2,500
New +$95.6K 0.02% 710

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

American Portfolios Advisors's VTRS Position: Q3 2022 in Review

American Portfolios Advisors increased its Viatris (VTRS) stake by 15% in Q3 2022, buying an estimated $25.6K and bringing the position to 19,751 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #1088.

American Portfolios Advisors first reported a position in VTRS in Q4 2017 and has held it in 19 quarters since. The position peaked at $209K in Q4 2021. 981 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

  • American Portfolios Advisors held 19,751 shares of Viatris worth $168K as of Q3 2022.
  • American Portfolios Advisors bought 2,598 Viatris shares in Q3 2022, an estimated $25.6K.
  • Viatris made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1088 holding.
  • American Portfolios Advisors first reported a position in Viatris in Q4 2017 and has held it in 19 quarters since.
  • American Portfolios Advisors's Viatris position peaked at $209K in Q4 2021.
  • 981 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.