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Avantax Planning Partners’s Viatris VTRS Stock Holding History

Avantax Planning Partners’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
2021
Q1 		– Sell
-15,726
Closed -$295K – 328
2020
Q4 		$295K Buy
+15,726
New +$257K 0.02% 227
2018
Q4 		– Sell
-950
Closed -$35K – 1175
2018
Q3 		$35K Buy
+950
New +$35.7K ﹤0.01% 567
2018
Q2 		– Sell
-1,571
Closed -$65K – 1457
2018
Q1 		$65K Buy
+1,571
New +$67K 0.01% 485

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Avantax Planning Partners's VTRS Position: Q1 2021 in Review

Avantax Planning Partners sold out of Viatris (VTRS) in Q1 2021, closing a stake of 15,726 shares — an estimated $295K sold.

Avantax Planning Partners first reported a position in VTRS in Q1 2018 and held it in 3 quarters. The position peaked at $295K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Avantax Planning Partners reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 15,726 Viatris shares in Q1 2021, an estimated $295K.
  • Avantax Planning Partners first reported a position in Viatris in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Viatris position peaked at $295K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Avantax Planning Partners's 13F filing for Q1 2021, filed 6 May 2021.