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Elmwood Wealth Management’s Viatris VTRS Stock Holding History

Elmwood 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
-1,088
Closed -$15K – 325
2021
Q4 		$15K Buy
+1,088
New +$14.5K 0.01% 266
2021
Q2 		$20K Sell
1,407
-197
-12% -$2.85K 0.01% 221
2021
Q1 		$22K Buy
+1,604
New +$26.1K 0.01% 206

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Viatris (VTRS) in Q1 2022, closing a stake of 1,088 shares — an estimated $15K sold.

Elmwood Wealth Management first reported a position in VTRS in Q1 2021 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,088 Viatris shares in Q1 2022, an estimated $15K.
  • Elmwood Wealth Management first reported a position in Viatris in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's Viatris position peaked at $22K in Q1 2021.
  • 1,022 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.