APSP
VTRS icon

Asset Planning Services (Pennsylvania)’s Viatris VTRS Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-280
Closed -$6K – 252
2019
Q3 		$6K Hold
280
– – ﹤0.01% 232
2019
Q2 		$5K Hold
280
– – ﹤0.01% 230
2019
Q1 		$8K Buy
+280
New +$8.16K ﹤0.01% 210
2017
Q1 		– Sell
-85
Closed -$3K – 304
2016
Q4 		$3K Hold
85
– – ﹤0.01% 256
2016
Q3 		$3K Hold
85
– – ﹤0.01% 247
2016
Q2 		$4K Hold
85
– – ﹤0.01% 246
2016
Q1 		$4K Sell
85
-115
-58% -$5.55K ﹤0.01% 234
2015
Q4 		$11K Hold
200
– – 0.01% 160
2015
Q3 		$8K Hold
200
– – 0.01% 172
2015
Q2 		$14K Buy
+200
New +$14.1K 0.01% 168

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VTRS Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Viatris (VTRS) in Q4 2019, closing a stake of 280 shares — an estimated $6K sold.

Asset Planning Services (Pennsylvania) first reported a position in VTRS in Q2 2015 and held it in 10 quarters. The position peaked at $14K in Q2 2015. 467 funds tracked by Wall St. Rank hold VTRS as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Viatris position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 280 Viatris shares in Q4 2019, an estimated $6K.
  • Asset Planning Services (Pennsylvania) first reported a position in Viatris in Q2 2015 and held it in 10 quarters.
  • Asset Planning Services (Pennsylvania)'s Viatris position peaked at $14K in Q2 2015.
  • 467 funds tracked by Wall St. Rank held Viatris as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.