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Baldwin Wealth Partners’s Viatris VTRS Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-520
Closed -$6.04K – 1014
2024
Q3 		$6.04K Buy
520
+137
+36% +$1.58K ﹤0.01% 859
2024
Q2 		$4.07K Hold
383
– – ﹤0.01% 605
2024
Q1 		$4.57K Sell
383
-1,398
-78% -$16.8K ﹤0.01% 601
2023
Q4 		$19.3K Sell
1,781
-118
-6% -$1.13K ﹤0.01% 499
2023
Q3 		$18.7K Sell
1,899
-29
-2% -$302 ﹤0.01% 519
2023
Q2 		$19.2K Sell
1,928
-107
-5% -$1.02K ﹤0.01% 540
2023
Q1 		$19.6K Hold
2,035
– – ﹤0.01% 546
2022
Q4 		$22.6K Buy
2,035
+284
+16% +$2.97K ﹤0.01% 519
2022
Q3 		$15K Hold
1,751
– – ﹤0.01% 480
2022
Q2 		$18K Sell
1,751
-80
-4% -$877 ﹤0.01% 486
2022
Q1 		$20K Hold
1,831
– – ﹤0.01% 480
2021
Q4 		$25K Hold
1,831
– – ﹤0.01% 430
2021
Q3 		$25K Hold
1,831
– – ﹤0.01% 434
2021
Q2 		$26K Sell
1,831
-477
-21% -$6.9K ﹤0.01% 443
2021
Q1 		$32K Sell
2,308
-2,636
-53% -$43K ﹤0.01% 395
2020
Q4 		$93K Buy
+4,944
New +$80.6K 0.01% 254

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
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Baldwin Wealth Partners's VTRS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Viatris (VTRS) in Q4 2024, closing a stake of 520 shares — an estimated $6.04K sold.

Baldwin Wealth Partners first reported a position in VTRS in Q4 2020 and held it in 16 quarters. The position peaked at $93K in Q4 2020. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 520 Viatris shares in Q4 2024, an estimated $6.04K.
  • Baldwin Wealth Partners first reported a position in Viatris in Q4 2020 and held it in 16 quarters.
  • Baldwin Wealth Partners's Viatris position peaked at $93K in Q4 2020.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.