Castle Financial & Retirement Planning Associates’s Viatris VTRS Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$2K	Buy	+104	New	+$1.39K	0.01%	172

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's VTRS Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Viatris (VTRS) in Q4 2021: 104 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings.

1,072 funds tracked by Wall St. Rank hold VTRS as of Q4 2021.

Castle Financial & Retirement Planning Associates held 104 shares of Viatris worth $2K as of Q4 2021.
Viatris was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Viatris made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #172 holding.
1,072 funds tracked by Wall St. Rank held Viatris as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.