Dougherty Wealth Advisers’s Viatris VTRS Stock Holding History

Dougherty Wealth Advisers’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	-152	Closed	-$3K	–	146
2020 Q4	$3K	Buy	+152	New	+$2.48K	﹤0.01%	139

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Dougherty Wealth Advisers's VTRS Position: Q1 2021 in Review

Dougherty Wealth Advisers sold out of Viatris (VTRS) in Q1 2021, closing a stake of 152 shares — an estimated $3K sold.

Dougherty Wealth Advisers first reported a position in VTRS in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

Dougherty Wealth Advisers reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
Dougherty Wealth Advisers sold 152 Viatris shares in Q1 2021, an estimated $3K.
Dougherty Wealth Advisers first reported a position in Viatris in Q4 2020 and held it in 1 quarter.
Dougherty Wealth Advisers's Viatris position peaked at $3K in Q4 2020.
1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2021, filed 6 May 2021.