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Clear Point Advisors’s Viatris VTRS Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-37
Closed -$429 – 521
2024
Q3 		$429 Hold
37
– – ﹤0.01% 511
2024
Q2 		$393 Hold
37
– – ﹤0.01% 508
2024
Q1 		$442 Sell
37
-3
-8% -$36 ﹤0.01% 502
2023
Q4 		$433 Buy
+40
New +$383 ﹤0.01% 491

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Clear Point Advisors's VTRS Position: Q4 2024 in Review

Clear Point Advisors sold out of Viatris (VTRS) in Q4 2024, closing a stake of 37 shares — an estimated $429 sold.

Clear Point Advisors first reported a position in VTRS in Q4 2023 and held it in 4 quarters. The position peaked at $442 in Q1 2024. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Clear Point Advisors reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 37 Viatris shares in Q4 2024, an estimated $429.
  • Clear Point Advisors first reported a position in Viatris in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Viatris position peaked at $442 in Q1 2024.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.