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Filbrandt Wealth Management’s Viatris VTRS Stock Holding History

Filbrandt 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
2021
Q3 		$0 Sell
3
-37
-93% -$525 ﹤0.01% 260
2021
Q2 		$1K Hold
40
– – ﹤0.01% 175
2021
Q1 		$1K Hold
40
– – ﹤0.01% 174
2020
Q4 		$1K Buy
+40
New +$652 ﹤0.01% 160

Other funds holding VTRS

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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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Filbrandt Wealth Management's VTRS Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its Viatris (VTRS) stake by 93% in Q3 2021, selling an estimated $525 and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Filbrandt Wealth Management first reported a position in VTRS in Q4 2020 and has held it in 4 quarters since. The position peaked at $1K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

  • Filbrandt Wealth Management held 3 shares of Viatris worth $0 as of Q3 2021.
  • Filbrandt Wealth Management sold 37 Viatris shares in Q3 2021, an estimated $525.
  • Viatris made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #260 holding.
  • Filbrandt Wealth Management first reported a position in Viatris in Q4 2020 and has held it in 4 quarters since.
  • Filbrandt Wealth Management's Viatris position peaked at $1K in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.