Edge Wealth Management’s Viatris VTRS Stock Holding History

Edge 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 Q1	–	Sell	-37	Closed	-$1K	–	452
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	497
2021 Q3	$1K	Buy	+37	New	+$525	﹤0.01%	515
2020 Q3	–	Sell	-1,000	Closed	-$16K	–	629
2020 Q2	$16K	Sell	1,000 -1,500	-60%	-$24.3K	﹤0.01%	405
2020 Q1	$38K	Buy	+2,500	New	+$47.9K	0.01%	269
2016 Q1	–	Sell	-150	Closed	-$8K	–	492
2015 Q4	$8K	Sell	150 -50	-25%	-$2.4K	﹤0.01%	314
2015 Q3	$8K	Buy	+200	New	+$11.2K	﹤0.01%	315

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

DSA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Edge Wealth Management's VTRS Position: Q1 2022 in Review

Edge Wealth Management sold out of Viatris (VTRS) in Q1 2022, closing a stake of 37 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in VTRS in Q3 2015 and held it in 6 quarters. The position peaked at $38K in Q1 2020. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

Edge Wealth Management reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 37 Viatris shares in Q1 2022, an estimated $1K.
Edge Wealth Management first reported a position in Viatris in Q3 2015 and held it in 6 quarters.
Edge Wealth Management's Viatris position peaked at $38K in Q1 2020.
1,022 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.