Calton & Associates’s Viatris VTRS Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-540	Closed	-$24K	–	1256
2017 Q4	$24K	Buy	+540	New	+$20.6K	0.01%	857

Other funds holding VTRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Calton & Associates's VTRS Position: Q1 2018 in Review

Calton & Associates sold out of Viatris (VTRS) in Q1 2018, closing a stake of 540 shares — an estimated $24K sold.

Calton & Associates first reported a position in VTRS in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 530 funds tracked by Wall St. Rank hold VTRS as of Q1 2018.

Calton & Associates reported no remaining Viatris position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 540 Viatris shares in Q1 2018, an estimated $24K.
Calton & Associates first reported a position in Viatris in Q4 2017 and held it in 1 quarter.
Calton & Associates's Viatris position peaked at $24K in Q4 2017.
530 funds tracked by Wall St. Rank held Viatris as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.