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Cornerstone Wealth Management’s Viatris VTRS Stock Holding History

Cornerstone 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
2021
Q1 		– Sell
-22,437
Closed -$420K – 486
2020
Q4 		$420K Buy
+22,437
New +$366K 0.05% 276

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Cornerstone Wealth Management's VTRS Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of Viatris (VTRS) in Q1 2021, closing a stake of 22,437 shares — an estimated $420K sold.

Cornerstone Wealth Management first reported a position in VTRS in Q4 2020 and held it in 1 quarter. The position peaked at $420K in Q4 2020. 1,116 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Cornerstone Wealth Management reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 22,437 Viatris shares in Q1 2021, an estimated $420K.
  • Cornerstone Wealth Management first reported a position in Viatris in Q4 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's Viatris position peaked at $420K in Q4 2020.
  • 1,116 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.