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Bard Financial Services’s Viatris VTRS Stock Holding History

Bard Financial Services’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
Q2 		– Sell
-14,825
Closed -$177K – 232
2024
Q1 		$177K Sell
14,825
-6,490
-30% -$78.2K 0.02% 211
2023
Q4 		$231K Sell
21,315
-1,530
-7% -$14.7K 0.03% 209
2023
Q3 		$225K Buy
22,845
+2,135
+10% +$22.2K 0.03% 202
2023
Q2 		$207K Sell
20,710
-1,715
-8% -$16.4K 0.02% 298
2023
Q1 		$216K Sell
22,425
-1,785
-7% -$19.8K 0.02% 294
2022
Q4 		$269K Sell
24,210
-1,495
-6% -$15.6K 0.02% 256
2022
Q3 		$219K Sell
25,705
-1,810
-7% -$17.8K 0.02% 263
2022
Q2 		$288K Sell
27,515
-265
-1% -$2.9K 0.03% 235
2022
Q1 		$302K Sell
27,780
-420
-1% -$5.53K 0.02% 240
2021
Q4 		$382K Sell
28,200
-655
-2% -$8.75K 0.03% 211
2021
Q3 		$391K Sell
28,855
-1,000
-3% -$14.2K 0.03% 197
2021
Q2 		$427K Sell
29,855
-2,970
-9% -$43K 0.04% 198
2021
Q1 		$459K Sell
32,825
-3,130
-9% -$51K 0.04% 179
2020
Q4 		$674K Buy
+35,955
New +$586K 0.07% 161

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Bard Financial Services's VTRS Position: Q2 2024 in Review

Bard Financial Services sold out of Viatris (VTRS) in Q2 2024, closing a stake of 14,825 shares — an estimated $177K sold.

Bard Financial Services first reported a position in VTRS in Q4 2020 and held it in 14 quarters. The position peaked at $674K in Q4 2020. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • Bard Financial Services reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
  • Bard Financial Services sold 14,825 Viatris shares in Q2 2024, an estimated $177K.
  • Bard Financial Services first reported a position in Viatris in Q4 2020 and held it in 14 quarters.
  • Bard Financial Services's Viatris position peaked at $674K in Q4 2020.
  • 995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Bard Financial Services's 13F filing for Q2 2024, filed 9 Jul 2024.