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Curi Wealth Management’s Viatris VTRS Stock Holding History

Curi 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
2022
Q3 		– Sell
-74
Closed -$1K – 686
2022
Q2 		$1K Buy
74
+9
+14% +$99 ﹤0.01% 604
2022
Q1 		$0 Hold
65
– – ﹤0.01% 658
2021
Q4 		$0 Buy
+65
New +$868 ﹤0.01% 608
2021
Q1 		– Sell
-4
Closed – – 480
2020
Q4 		$0 Buy
+4
New +$65 ﹤0.01% 518

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Curi Wealth Management's VTRS Position: Q3 2022 in Review

Curi Wealth Management sold out of Viatris (VTRS) in Q3 2022, closing a stake of 74 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in VTRS in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

  • Curi Wealth Management reported no remaining Viatris position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 74 Viatris shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Viatris in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Viatris position peaked at $1K in Q2 2022.
  • 980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.