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Delos Wealth Advisors’s Viatris VTRS Stock Holding History

Delos 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
2024
Q4 		– Sell
-114
Closed -$1.33K – 217
2024
Q3 		$1.33K Buy
114
+1
+0.9% +$12 ﹤0.01% 156
2024
Q2 		$1.21K Buy
113
+1
+0.9% +$11 ﹤0.01% 242
2024
Q1 		$1.34K Sell
112
-23
-17% -$277 ﹤0.01% 242
2023
Q4 		$1.46K Buy
135
+3
+2% +$29 ﹤0.01% 156
2023
Q3 		$1.42K Hold
132
– – ﹤0.01% 196
2023
Q2 		$1.32K Buy
132
+1
+0.8% +$10 ﹤0.01% 195
2023
Q1 		$1.26K Sell
131
-11
-8% -$122 ﹤0.01% 204
2022
Q4 		$1.58K Buy
142
+1
+0.7% +$10 ﹤0.01% 211
2022
Q3 		$1K Buy
141
+38
+37% +$374 ﹤0.01% 281
2022
Q2 		$1K Buy
103
+1
+1% +$11 ﹤0.01% 226
2022
Q1 		$1K Sell
102
-921
-90% -$12.1K ﹤0.01% 244
2021
Q4 		$14K Buy
1,023
+923
+923% +$12.3K 0.01% 177
2021
Q3 		$1K Hold
100
– – ﹤0.01% 201
2021
Q2 		$1K Buy
+100
New +$1.45K ﹤0.01% 181

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

Delos Wealth Advisors's VTRS Position: Q4 2024 in Review

Delos Wealth Advisors sold out of Viatris (VTRS) in Q4 2024, closing a stake of 114 shares — an estimated $1.33K sold.

Delos Wealth Advisors first reported a position in VTRS in Q2 2021 and held it in 14 quarters. The position peaked at $14K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Delos Wealth Advisors reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 114 Viatris shares in Q4 2024, an estimated $1.33K.
  • Delos Wealth Advisors first reported a position in Viatris in Q2 2021 and held it in 14 quarters.
  • Delos Wealth Advisors's Viatris position peaked at $14K in Q4 2021.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Delos Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.