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Clear Perspectives Financial Planning’s Viatris VTRS Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$106 Hold
11
– – ﹤0.01% 188
2022
Q4 		$122 Buy
+11
New +$115 ﹤0.01% 224
2022
Q1 		– Sell
-38
Closed -$1K – 244
2021
Q4 		$1K Hold
38
– – ﹤0.01% 222
2021
Q3 		$1K Hold
38
– – ﹤0.01% 210
2021
Q2 		$1K Hold
38
– – ﹤0.01% 198
2021
Q1 		$1K Hold
38
– – ﹤0.01% 180
2020
Q4 		$1K Buy
+38
New +$620 ﹤0.01% 178

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
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Clear Perspectives Financial Planning's VTRS Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Viatris (VTRS) position steady in Q1 2023 at 11 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Clear Perspectives Financial Planning first reported a position in VTRS in Q4 2020 and has held it in 7 quarters since. The position peaked at $1K in Q4 2021. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • Clear Perspectives Financial Planning held 11 shares of Viatris worth $106 as of Q1 2023.
  • Clear Perspectives Financial Planning left its Viatris share count unchanged in Q1 2023.
  • Viatris made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #188 holding.
  • Clear Perspectives Financial Planning first reported a position in Viatris in Q4 2020 and has held it in 7 quarters since.
  • Clear Perspectives Financial Planning's Viatris position peaked at $1K in Q4 2021.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.