EWA
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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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return