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Evolution Wealth Advisors’s Viatris VTRS Stock Holding History

Evolution 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
2021
Q2 		– Sell
-155
Closed -$2K – 675
2021
Q1 		$2K Sell
155
-180
-54% -$2.93K ﹤0.01% 636
2020
Q4 		$6K Buy
335
+236
+238% +$3.85K ﹤0.01% 426
2020
Q3 		$1K Hold
99
– – ﹤0.01% 584
2020
Q2 		$2K Buy
+99
New +$1.6K ﹤0.01% 516
2019
Q4 		– Sell
-159
Closed -$3K – 704
2019
Q3 		$3K Buy
+159
New +$3.12K ﹤0.01% 381

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evolution Wealth Advisors's VTRS Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Viatris (VTRS) in Q2 2021, closing a stake of 155 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in VTRS in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 1,044 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 155 Viatris shares in Q2 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Viatris in Q3 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's Viatris position peaked at $6K in Q4 2020.
  • 1,044 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.