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Clearview Wealth Advisors’s Viatris VTRS Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-6
Closed -$60 – 632
2023
Q2 		$60 Hold
6
– – ﹤0.01% 680
2023
Q1 		$58 Hold
6
– – ﹤0.01% 666
2022
Q4 		$67 Sell
6
-13
-68% -$136 ﹤0.01% 613
2022
Q3 		$0 Hold
19
– – ﹤0.01% 645
2022
Q2 		$0 Hold
19
– – ﹤0.01% 649
2022
Q1 		$0 Sell
19
-13,592
-100% -$179K ﹤0.01% 699
2021
Q4 		$184K Buy
13,611
+658
+5% +$8.79K 0.11% 112
2021
Q3 		$176K Buy
12,953
+610
+5% +$8.65K 0.11% 121
2021
Q2 		$176K Buy
12,343
+14
+0.1% +$203 0.11% 123
2021
Q1 		$172K Buy
+12,329
New +$201K 0.11% 120

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

Clearview Wealth Advisors's VTRS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Viatris (VTRS) in Q3 2023, closing a stake of 6 shares — an estimated $60 sold.

Clearview Wealth Advisors first reported a position in VTRS in Q1 2021 and held it in 10 quarters. The position peaked at $184K in Q4 2021. 960 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 6 Viatris shares in Q3 2023, an estimated $60.
  • Clearview Wealth Advisors first reported a position in Viatris in Q1 2021 and held it in 10 quarters.
  • Clearview Wealth Advisors's Viatris position peaked at $184K in Q4 2021.
  • 960 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

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