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Burt Wealth Advisors’s Viatris VTRS Stock Holding History

Burt 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
2021
Q1 		– Sell
-1,599
Closed -$30K – 364
2020
Q4 		$30K Buy
+1,599
New +$26.1K 0.01% 219
2016
Q4 		– Sell
-40
Closed -$1K – 428
2016
Q3 		$1K Hold
40
– – ﹤0.01% 384
2016
Q2 		$1K Hold
40
– – ﹤0.01% 394
2016
Q1 		$1K Hold
40
– – ﹤0.01% 569
2015
Q4 		$1K Hold
40
– – ﹤0.01% 506
2015
Q3 		$1K Hold
40
– – ﹤0.01% 378
2015
Q2 		$3K Hold
40
– – ﹤0.01% 336
2015
Q1 		$2K Hold
40
– – ﹤0.01% 322
2014
Q4 		$2K Buy
+40
New +$2.15K ﹤0.01% 311

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Burt Wealth Advisors's VTRS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 1,599 shares — an estimated $30K sold.

Burt Wealth Advisors first reported a position in VTRS in Q4 2014 and held it in 9 quarters. The position peaked at $30K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,599 Viatris shares in Q1 2021, an estimated $30K.
  • Burt Wealth Advisors first reported a position in Viatris in Q4 2014 and held it in 9 quarters.
  • Burt Wealth Advisors's Viatris position peaked at $30K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.