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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return