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Amplius Wealth Advisors’s Viatris VTRS Stock Holding History

Amplius Wealth 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
2023
Q3 		– Sell
-10,822
Closed -$108K – 171
2023
Q2 		$108K Buy
+10,822
New +$103K 0.01% 163
2022
Q1 		– Sell
-1,414
Closed -$19K – 904
2021
Q4 		$19K Buy
+1,414
New +$18.9K ﹤0.01% 481

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

Amplius Wealth Advisors's VTRS Position: Q3 2023 in Review

Amplius Wealth Advisors sold out of Viatris (VTRS) in Q3 2023, closing a stake of 10,822 shares — an estimated $108K sold.

Amplius Wealth Advisors first reported a position in VTRS in Q4 2021 and held it in 2 quarters. The position peaked at $108K in Q2 2023. 960 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Amplius Wealth Advisors reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 10,822 Viatris shares in Q3 2023, an estimated $108K.
  • Amplius Wealth Advisors first reported a position in Viatris in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's Viatris position peaked at $108K in Q2 2023.
  • 960 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Amplius Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.