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Daymark Wealth Partners’s Viatris VTRS Stock Holding History

Daymark Wealth Partners’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
-51,741
Closed -$601K – 527
2024
Q3 		$601K Buy
51,741
+5,675
+12% +$65.5K 0.03% 309
2024
Q2 		$490K Buy
46,066
+1,424
+3% +$15.7K 0.02% 322
2024
Q1 		$533K Buy
44,642
+58
+0.1% +$699 0.03% 261
2023
Q4 		$483K Sell
44,584
-465
-1% -$4.45K 0.03% 259
2023
Q3 		$444K Sell
45,049
-935
-2% -$9.74K 0.03% 254
2023
Q2 		$459K Buy
+45,984
New +$439K 0.03% 246

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

Daymark Wealth Partners's VTRS Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Viatris (VTRS) in Q4 2024, closing a stake of 51,741 shares — an estimated $601K sold.

Daymark Wealth Partners first reported a position in VTRS in Q2 2023 and held it in 6 quarters. The position peaked at $601K in Q3 2024. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 51,741 Viatris shares in Q4 2024, an estimated $601K.
  • Daymark Wealth Partners first reported a position in Viatris in Q2 2023 and held it in 6 quarters.
  • Daymark Wealth Partners's Viatris position peaked at $601K in Q3 2024.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.