Bison Wealth’s Viatris VTRS Stock Holding History

Bison Wealth’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	$145K	Sell	11,686 -94	-0.8%	-$1.16K	0.03%	310
2024 Q3	$137K	Buy	+11,780	New	+$136K	0.02%	402

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bison Wealth's VTRS Position: Q4 2024 in Review

Bison Wealth reduced its Viatris (VTRS) stake by 0.8% in Q4 2024, selling an estimated $1.16K and leaving 11,686 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #310.

Bison Wealth first reported a position in VTRS in Q3 2024 and has held it in 2 quarters since. 1,038 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

Bison Wealth held 11,686 shares of Viatris worth $145K as of Q4 2024.
Bison Wealth sold 94 Viatris shares in Q4 2024, an estimated $1.16K.
Viatris made up 0.03% of Bison Wealth's portfolio in Q4 2024, its #310 holding.
Bison Wealth first reported a position in Viatris in Q3 2024 and has held it in 2 quarters since.
1,038 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.