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Buckingham Strategic Wealth’s Viatris VTRS Stock Holding History

Buckingham Strategic 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
Q2 		$158K Sell
14,869
-962
-6% -$10.6K ﹤0.01% 721
2024
Q1 		$189K Buy
15,831
+2,348
+17% +$28.3K ﹤0.01% 713
2023
Q4 		$146K Sell
13,483
-3,264
-19% -$31.3K ﹤0.01% 687
2023
Q3 		$165K Sell
16,747
-3,266
-16% -$34K ﹤0.01% 643
2023
Q2 		$200K Sell
20,013
-1,142
-5% -$10.9K ﹤0.01% 642
2023
Q1 		$235K Hold
21,155
– – ﹤0.01% 531
2022
Q4 		$235K Sell
21,155
-1,256
-6% -$13.1K ﹤0.01% 533
2022
Q3 		$191K Buy
22,411
+2,875
+15% +$28.3K ﹤0.01% 555
2022
Q2 		$205K Sell
19,536
-536
-3% -$5.88K ﹤0.01% 555
2022
Q1 		$218K Buy
20,072
+1,049
+6% +$13.8K ﹤0.01% 546
2021
Q4 		$257K Sell
19,023
-3,872
-17% -$51.7K 0.01% 512
2021
Q3 		$310K Sell
22,895
-1,682
-7% -$23.9K 0.01% 462
2021
Q2 		$351K Sell
24,577
-1,093
-4% -$15.8K 0.01% 432
2021
Q1 		$359K Buy
25,670
+7,318
+40% +$119K 0.02% 399
2020
Q4 		$344K Buy
+18,352
New +$299K 0.02% 393

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

Buckingham Strategic Wealth's VTRS Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Viatris (VTRS) stake by 6.1% in Q2 2024, selling an estimated $10.6K and leaving 14,869 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Buckingham Strategic Wealth first reported a position in VTRS in Q4 2020 and has held it in 15 quarters since. The position peaked at $359K in Q1 2021. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • Buckingham Strategic Wealth held 14,869 shares of Viatris worth $158K as of Q2 2024.
  • Buckingham Strategic Wealth sold 962 Viatris shares in Q2 2024, an estimated $10.6K.
  • Viatris made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #721 holding.
  • Buckingham Strategic Wealth first reported a position in Viatris in Q4 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's Viatris position peaked at $359K in Q1 2021.
  • 995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.