Apriem Advisors’s Viatris VTRS Stock Holding History

Apriem 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
2021 Q1	–	Sell	-14,086	Closed	-$264K	–	150
2020 Q4	$264K	Buy	+14,086	New	+$230K	0.05%	108

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DSA

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Apriem Advisors's VTRS Position: Q1 2021 in Review

Apriem Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 14,086 shares — an estimated $264K sold.

Apriem Advisors first reported a position in VTRS in Q4 2020 and held it in 1 quarter. The position peaked at $264K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

Apriem Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
Apriem Advisors sold 14,086 Viatris shares in Q1 2021, an estimated $264K.
Apriem Advisors first reported a position in Viatris in Q4 2020 and held it in 1 quarter.
Apriem Advisors's Viatris position peaked at $264K in Q4 2020.
1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Apriem Advisors's 13F filing for Q1 2021, filed 10 May 2021.