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Aprio Wealth Management’s Viatris VTRS Stock Holding History

Aprio Wealth Management’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
Q3 		– Sell
-12,883
Closed -$137K – 299
2024
Q2 		$137K Buy
12,883
+888
+7% +$9.81K 0.02% 249
2024
Q1 		$143K Buy
11,995
+52
+0.4% +$626 0.03% 234
2023
Q4 		$129K Sell
11,943
-2,648
-18% -$25.4K 0.03% 194
2023
Q3 		$144K Sell
14,591
-480
-3% -$5K 0.04% 168
2023
Q2 		$150K Buy
+15,071
New +$144K 0.04% 150

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
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
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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Aprio Wealth Management's VTRS Position: Q3 2024 in Review

Aprio Wealth Management sold out of Viatris (VTRS) in Q3 2024, closing a stake of 12,883 shares — an estimated $137K sold.

Aprio Wealth Management first reported a position in VTRS in Q2 2023 and held it in 5 quarters. The position peaked at $150K in Q2 2023. 1,000 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

  • Aprio Wealth Management reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
  • Aprio Wealth Management sold 12,883 Viatris shares in Q3 2024, an estimated $137K.
  • Aprio Wealth Management first reported a position in Viatris in Q2 2023 and held it in 5 quarters.
  • Aprio Wealth Management's Viatris position peaked at $150K in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on Aprio Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.