Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CAGAS
Capital Advisory Group Advisory Services’s
Viatris
VTRS
Stock Holding History
Capital Advisory Group Advisory Services’s Portfolio
VTRS Stock Details
VTRS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-1,095
Closed
-$12K
–
486
2022
Q1
$12K
Buy
+1,095
New
+$14.4K
0.01%
354
2021
Q4
–
Sell
-1,295
Closed
-$18K
–
506
2021
Q3
$18K
Sell
1,295
-125
-9%
-$1.77K
0.01%
345
2021
Q2
$20K
Sell
1,420
-128
-8%
-$1.85K
0.01%
333
2021
Q1
$22K
Sell
1,548
-1,962
-56%
-$32K
0.01%
308
2020
Q4
$66K
Buy
3,510
+2,498
+247%
+$40.7K
0.03%
233
2020
Q3
$15K
Hold
1,012
–
–
0.01%
287
2020
Q2
$16K
Hold
1,012
–
–
0.01%
272
2020
Q1
$15K
Buy
+1,012
New
+$19.4K
0.02%
197
2019
Q4
–
Sell
-1,442
Closed
-$29K
–
415
2019
Q3
$29K
Hold
1,442
–
–
0.02%
177
2019
Q2
$27K
Hold
1,442
–
–
0.02%
194
2019
Q1
$41K
Hold
1,442
–
–
0.03%
157
2018
Q4
$40K
Hold
1,442
–
–
0.03%
153
2018
Q3
$53K
Hold
1,442
–
–
0.04%
137
2018
Q2
$53K
Hold
1,442
–
–
0.04%
135
2018
Q1
$60K
Buy
+1,442
New
+$61.5K
0.04%
129
Other funds holding VTRS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CCM
Camber Capital Management
Boston, Massachusetts
$718M AUM
8.19%
1-Year Est. Return
DM
Deerfield Management
New York
$8.48B AUM
99.04%
1-Year Est. Return
LCM
Laurion Capital Management
New York
$1.07B AUM
75.73%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close