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Cedar Wealth Management’s Viatris VTRS Stock Holding History

Cedar Wealth Management’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
2023
Q3 		– Sell
-4
Closed -$40 – 307
2023
Q2 		$40 Hold
4
– – ﹤0.01% 298
2023
Q1 		$38 Sell
4
-4
-50% -$44 ﹤0.01% 300
2022
Q4 		$89 Hold
8
– – ﹤0.01% 299
2022
Q3 		$0 Sell
8
-8
-50% -$79 ﹤0.01% 348
2022
Q2 		$0 Hold
16
– – ﹤0.01% 376
2022
Q1 		$0 Hold
16
– – ﹤0.01% 389
2021
Q4 		$0 Buy
+16
New +$214 ﹤0.01% 374
2021
Q3 		– Sell
-501
Closed -$7K – 279
2021
Q2 		$7K Hold
501
– – ﹤0.01% 245
2021
Q1 		$7K Sell
501
-126
-20% -$2.05K ﹤0.01% 219
2020
Q4 		$12K Buy
+627
New +$10.2K 0.01% 193

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cedar Wealth Management's VTRS Position: Q3 2023 in Review

Cedar Wealth Management sold out of Viatris (VTRS) in Q3 2023, closing a stake of 4 shares — an estimated $40 sold.

Cedar Wealth Management first reported a position in VTRS in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q4 2020. 960 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Cedar Wealth Management reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 4 Viatris shares in Q3 2023, an estimated $40.
  • Cedar Wealth Management first reported a position in Viatris in Q4 2020 and held it in 10 quarters.
  • Cedar Wealth Management's Viatris position peaked at $12K in Q4 2020.
  • 960 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Cedar Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.