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Fernwood Investment Management’s Viatris VTRS Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-496
Closed -$5.92K – 676
2024
Q1 		$5.92K Buy
+496
New +$5.97K ﹤0.01% 624

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Fernwood Investment Management's VTRS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Viatris (VTRS) in Q2 2024, closing a stake of 496 shares — an estimated $5.92K sold.

Fernwood Investment Management first reported a position in VTRS in Q1 2024 and held it in 1 quarter. The position peaked at $5.92K in Q1 2024. 996 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • Fernwood Investment Management reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 496 Viatris shares in Q2 2024, an estimated $5.92K.
  • Fernwood Investment Management first reported a position in Viatris in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Viatris position peaked at $5.92K in Q1 2024.
  • 996 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.