Buck Wealth Strategies’s Viatris VTRS Stock Holding History

Buck Wealth Strategies’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	-84	Closed	-$828	–	339
2023 Q3	$828	Hold	84	–	–	﹤0.01%	339
2023 Q2	$838	Hold	84	–	–	﹤0.01%	257
2023 Q1	$808	Buy	+84	New	+$932	﹤0.01%	195

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

Buck Wealth Strategies's VTRS Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Viatris (VTRS) in Q4 2023, closing a stake of 84 shares — an estimated $828 sold.

Buck Wealth Strategies first reported a position in VTRS in Q1 2023 and held it in 3 quarters. The position peaked at $838 in Q2 2023. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

Buck Wealth Strategies reported no remaining Viatris position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 84 Viatris shares in Q4 2023, an estimated $828.
Buck Wealth Strategies first reported a position in Viatris in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Viatris position peaked at $838 in Q2 2023.
1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.