Arete Wealth Advisors’s Viatris VTRS Stock Holding History

Arete 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
2022 Q1	–	Sell	-28,627	Closed	-$405K	–	556
2021 Q4	$405K	Sell	28,627 -12,106	-30%	-$162K	0.03%	322
2021 Q3	$552K	Sell	40,733 -3,230	-7%	-$45.8K	0.06%	241
2021 Q2	$614K	Sell	43,963 -322	-0.7%	-$4.66K	0.09%	179
2021 Q1	$619K	Buy	44,285 +9,292	+27%	+$151K	0.08%	206
2020 Q4	$655K	Buy	+34,993	New	+$571K	0.09%	192

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

DSA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Arete Wealth Advisors's VTRS Position: Q1 2022 in Review

Arete Wealth Advisors sold out of Viatris (VTRS) in Q1 2022, closing a stake of 28,627 shares — an estimated $405K sold.

Arete Wealth Advisors first reported a position in VTRS in Q4 2020 and held it in 5 quarters. The position peaked at $655K in Q4 2020. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

Arete Wealth Advisors reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
Arete Wealth Advisors sold 28,627 Viatris shares in Q1 2022, an estimated $405K.
Arete Wealth Advisors first reported a position in Viatris in Q4 2020 and held it in 5 quarters.
Arete Wealth Advisors's Viatris position peaked at $655K in Q4 2020.
1,022 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Arete Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.