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Clear Perspective Advisors’s Viatris VTRS Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-1,170
Closed -$42K – 432
2018
Q2 		$42K Hold
1,170
– – 0.03% 268
2018
Q1 		$48K Hold
1,170
– – 0.04% 245
2017
Q4 		$50K Hold
1,170
– – 0.04% 234
2017
Q3 		$37K Hold
1,170
– – 0.03% 252
2017
Q2 		$45K Hold
1,170
– – 0.04% 232
2017
Q1 		$46K Hold
1,170
– – 0.03% 217
2016
Q4 		$45K Buy
+1,170
New +$43.5K 0.03% 210

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clear Perspective Advisors's VTRS Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Viatris (VTRS) in Q3 2018, closing a stake of 1,170 shares — an estimated $42K sold.

Clear Perspective Advisors first reported a position in VTRS in Q4 2016 and held it in 7 quarters. The position peaked at $50K in Q4 2017. 511 funds tracked by Wall St. Rank hold VTRS as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Viatris position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,170 Viatris shares in Q3 2018, an estimated $42K.
  • Clear Perspective Advisors first reported a position in Viatris in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Viatris position peaked at $50K in Q4 2017.
  • 511 funds tracked by Wall St. Rank held Viatris as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.