Archford Capital Strategies’s Viatris VTRS Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-100	Closed	-$2K	–	517
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	532
2019 Q1	$3K	Buy	+100	New	+$2.92K	﹤0.01%	476
2016 Q4	–	Sell	-414	Closed	-$15K	–	752
2016 Q3	$15K	Hold	414	–	–	0.01%	345
2016 Q2	$18K	Buy	+414	New	+$18.3K	0.01%	340
2016 Q1	–	Sell	-1,125	Closed	-$61K	–	602
2015 Q4	$61K	Buy	1,125 +975	+650%	+$46.9K	0.03%	246
2015 Q3	$6K	Hold	150	–	–	﹤0.01%	429
2015 Q2	$10K	Hold	150	–	–	0.01%	324
2015 Q1	$8.9K	Hold	150	–	–	0.01%	350
2014 Q4	$8K	Sell	150 -40	-21%	-$2.15K	0.01%	365
2014 Q3	$9K	Hold	190	–	–	0.01%	365
2014 Q2	$9.8K	Buy	190 +40	+27%	+$1.97K	0.01%	410
2014 Q1	$7.33K	Buy	+150	New	+$7.28K	0.01%	481

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

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

Archford Capital Strategies's VTRS Position: Q3 2019 in Review

Archford Capital Strategies sold out of Viatris (VTRS) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in VTRS in Q1 2014 and held it in 12 quarters. The position peaked at $61K in Q4 2015. 434 funds tracked by Wall St. Rank hold VTRS as of Q3 2019.

Archford Capital Strategies reported no remaining Viatris position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 100 Viatris shares in Q3 2019, an estimated $2K.
Archford Capital Strategies first reported a position in Viatris in Q1 2014 and held it in 12 quarters.
Archford Capital Strategies's Viatris position peaked at $61K in Q4 2015.
434 funds tracked by Wall St. Rank held Viatris as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.