Aris Wealth Services’s Viatris VTRS Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-322	Closed	-$22K	–	494
2015 Q2	$22K	Sell	322 -1,130	-78%	-$79.9K	0.02%	309
2015 Q1	$86K	Buy	+1,452	New	+$82.8K	0.08%	152

Other funds holding VTRS

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aris Wealth Services's VTRS Position: Q3 2015 in Review

Aris Wealth Services sold out of Viatris (VTRS) in Q3 2015, closing a stake of 322 shares — an estimated $22K sold.

Aris Wealth Services first reported a position in VTRS in Q1 2015 and held it in 2 quarters. The position peaked at $86K in Q1 2015. 612 funds tracked by Wall St. Rank hold VTRS as of Q3 2015.

Aris Wealth Services reported no remaining Viatris position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 322 Viatris shares in Q3 2015, an estimated $22K.
Aris Wealth Services first reported a position in Viatris in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Viatris position peaked at $86K in Q1 2015.
612 funds tracked by Wall St. Rank held Viatris as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.