Briaud Financial Planning’s Viatris VTRS Stock Holding History

Briaud Financial Planning’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 Q4	–	Sell	-12	Closed	–	–	162
2023 Q3	$0	Buy	+12	New	+$125	﹤0.01%	176

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Briaud Financial Planning's VTRS Position: Q4 2023 in Review

Briaud Financial Planning sold out of Viatris (VTRS) in Q4 2023, closing a stake of 12 shares.

Briaud Financial Planning first reported a position in VTRS in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

Briaud Financial Planning reported no remaining Viatris position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 12 Viatris shares in Q4 2023.
Briaud Financial Planning first reported a position in Viatris in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's Viatris position peaked at $0 in Q3 2023.
1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.