Fiduciary Planning’s Viatris VTRS Stock Holding History

Fiduciary Planning’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	-954	Closed	-$13K	–	268
2021 Q1	$13K	Hold	954	–	–	0.02%	147
2020 Q4	$18K	Buy	+954	New	+$15.6K	0.03%	114

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Planning's VTRS Position: Q2 2021 in Review

Fiduciary Planning sold out of Viatris (VTRS) in Q2 2021, closing a stake of 954 shares — an estimated $13K sold.

Fiduciary Planning first reported a position in VTRS in Q4 2020 and held it in 2 quarters. The position peaked at $18K in Q4 2020. 1,043 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

Fiduciary Planning reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 954 Viatris shares in Q2 2021, an estimated $13K.
Fiduciary Planning first reported a position in Viatris in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's Viatris position peaked at $18K in Q4 2020.
1,043 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.