B. Riley Wealth Management’s Viatris VTRS Stock Holding History

B. Riley 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
2022 Q2	$169	Buy	+16,098	New	+$176K	﹤0.01%	682
2021 Q2	–	Sell	-13,841	Closed	-$193K	–	471
2021 Q1	$193K	Buy	+13,841	New	+$226K	0.02%	382
2018 Q4	–	Sell	-7,311	Closed	-$268K	–	409
2018 Q3	$268K	Buy	+7,311	New	+$274K	0.07%	236
2015 Q2	–	Sell	-5,700	Closed	-$338K	–	1086
2015 Q1	$338K	Buy	5,700 +4,600	+418%	+$262K	0.25%	115
2014 Q4	$62K	Buy	1,100 +900	+450%	+$48.3K	0.05%	359
2014 Q3	$9K	Sell	200 -450	-69%	-$21.9K	0.01%	806
2014 Q2	$33K	Buy	650 +450	+225%	+$22.1K	0.02%	549
2014 Q1	$10K	Buy	+200	New	+$9.71K	0.01%	763

Other funds holding VTRS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

B. Riley Wealth Management's VTRS Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Viatris (VTRS) in Q2 2022: 16,098 shares worth $169. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in VTRS as recently as Q1 2021.

B. Riley Wealth Management first reported a position in VTRS in Q1 2014 and has held it in 8 quarters since. The position peaked at $338K in Q1 2015. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q2 2022.

B. Riley Wealth Management held 16,098 shares of Viatris worth $169 as of Q2 2022.
Viatris was a new B. Riley Wealth Management position in Q2 2022.
Viatris made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #682 holding.
B. Riley Wealth Management first reported a position in Viatris in Q1 2014 and has held it in 8 quarters since.
B. Riley Wealth Management's Viatris position peaked at $338K in Q1 2015.
1,010 funds tracked by Wall St. Rank held Viatris as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.