AWM
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Avior Wealth Management’s Viatris VTRS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-783
Closed -$9.75K – 2307
2024
Q4 		$9.75K Buy
783
+184
+31% +$2.26K ﹤0.01% 1633
2024
Q3 		$6.96K Buy
599
+440
+277% +$5.08K ﹤0.01% 1664
2024
Q2 		$1.69K Sell
159
-1,557
-91% -$17.2K ﹤0.01% 1963
2024
Q1 		$20.5K Buy
1,716
+799
+87% +$9.62K ﹤0.01% 1591
2023
Q4 		$9.93K Sell
917
-863
-48% -$8.26K ﹤0.01% 991
2023
Q3 		$17.6K Hold
1,780
– – ﹤0.01% 962
2023
Q2 		$17.8K Sell
1,780
-46
-3% -$439 ﹤0.01% 949
2023
Q1 		$17.6K Buy
1,826
+744
+69% +$8.25K ﹤0.01% 969
2022
Q4 		$12K Sell
1,082
-90
-8% -$940 ﹤0.01% 826
2022
Q3 		$9K Sell
1,172
-56
-5% -$551 ﹤0.01% 874
2022
Q2 		$12K Sell
1,228
-536
-30% -$5.88K ﹤0.01% 749
2022
Q1 		$19K Buy
1,764
+239
+16% +$3.15K ﹤0.01% 728
2021
Q4 		$20K Sell
1,525
-258
-14% -$3.44K ﹤0.01% 713
2021
Q3 		$24K Sell
1,783
-7
-0.4% -$99 ﹤0.01% 643
2021
Q2 		$25K Sell
1,790
-33
-2% -$477 ﹤0.01% 620
2021
Q1 		$25K Buy
+1,823
New +$29.7K ﹤0.01% 619

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's VTRS Position: Q1 2025 in Review

Avior Wealth Management sold out of Viatris (VTRS) in Q1 2025, closing a stake of 783 shares — an estimated $9.75K sold.

Avior Wealth Management first reported a position in VTRS in Q1 2021 and held it in 16 quarters. The position peaked at $25K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Avior Wealth Management reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 783 Viatris shares in Q1 2025, an estimated $9.75K.
  • Avior Wealth Management first reported a position in Viatris in Q1 2021 and held it in 16 quarters.
  • Avior Wealth Management's Viatris position peaked at $25K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.