CWM
VTRS icon

Concert Wealth Management’s Viatris VTRS Stock Holding History

Concert 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
2015
Q1 		– Sell
-7,718
Closed -$434K – 633
2014
Q4 		$434K Buy
7,718
+700
+10% +$37.6K 0.07% 358
2014
Q3 		$319K Sell
7,018
-10
-0.1% -$486 0.04% 376
2014
Q2 		$358K Buy
7,028
+210
+3% +$10.3K 0.04% 370
2014
Q1 		$333K Sell
6,818
-25
-0.4% -$1.21K 0.04% 378
2013
Q4 		$297K Buy
6,843
+111
+2% +$4.56K 0.04% 379
2013
Q3 		$256K Hold
6,732
– – 0.04% 408
2013
Q2 		$208K Buy
+6,732
New +$201K 0.03% 446

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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