BDO Wealth Advisors’s Viatris VTRS Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$2.81K	Buy	281 +5	+2%	+$48	﹤0.01%	829
2023 Q1	$2.65K	Sell	276 -45	-14%	-$499	﹤0.01%	878
2022 Q4	$3.58K	Sell	321 -37	-10%	-$387	﹤0.01%	805
2022 Q3	$3K	Buy	358 +36	+11%	+$354	﹤0.01%	902
2022 Q2	$3K	Sell	322 -62	-16%	-$680	﹤0.01%	874
2022 Q1	$4K	Sell	384 -90	-19%	-$1.19K	﹤0.01%	872
2021 Q4	$6K	Sell	474 -306	-39%	-$4.09K	﹤0.01%	813
2021 Q3	$11K	Sell	780 -101	-11%	-$1.43K	﹤0.01%	716
2021 Q2	$13K	Sell	881 -2	-0.2%	-$29	﹤0.01%	716
2021 Q1	$12K	Buy	883 +578	+190%	+$9.42K	﹤0.01%	711
2020 Q4	$6K	Buy	+305	New	+$4.97K	﹤0.01%	622
2020 Q3	–	Sell	-61	Closed	-$1K	–	958
2020 Q2	$1K	Hold	61	–	–	﹤0.01%	675
2020 Q1	$1K	Buy	+61	New	+$1.17K	﹤0.01%	727

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

DSA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BDO Wealth Advisors's VTRS Position: Q2 2023 in Review

BDO Wealth Advisors increased its Viatris (VTRS) stake by 1.8% in Q2 2023, buying an estimated $48 and bringing the position to 281 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

BDO Wealth Advisors first reported a position in VTRS in Q1 2020 and has held it in 13 quarters since. The position peaked at $13K in Q2 2021. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

BDO Wealth Advisors held 281 shares of Viatris worth $2.81K as of Q2 2023.
BDO Wealth Advisors bought 5 Viatris shares in Q2 2023, an estimated $48.
Viatris made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #829 holding.
BDO Wealth Advisors first reported a position in Viatris in Q1 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Viatris position peaked at $13K in Q2 2021.
986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.