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Dynamic Advisor Solutions’s Viatris VTRS Stock Holding History

Dynamic Advisor Solutions’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
-16,191
Closed -$188K – 908
2024
Q3 		$188K Sell
16,191
-8,728
-35% -$101K 0.01% 888
2024
Q2 		$265K Sell
24,919
-1,086
-4% -$12K 0.01% 806
2024
Q1 		$311K Sell
26,005
-379
-1% -$4.57K 0.01% 752
2023
Q4 		$316K Buy
26,384
+4,785
+22% +$45.8K 0.01% 699
2023
Q3 		$213K Buy
21,599
+7,536
+54% +$78.5K 0.01% 766
2023
Q2 		$140K Buy
+14,063
New +$134K 0.01% 756

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

Dynamic Advisor Solutions's VTRS Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Viatris (VTRS) in Q4 2024, closing a stake of 16,191 shares — an estimated $188K sold.

Dynamic Advisor Solutions first reported a position in VTRS in Q2 2023 and held it in 6 quarters. The position peaked at $316K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 16,191 Viatris shares in Q4 2024, an estimated $188K.
  • Dynamic Advisor Solutions first reported a position in Viatris in Q2 2023 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Viatris position peaked at $316K in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.