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Financial Architects (New Jersey)’s Viatris VTRS Stock Holding History

Financial Architects (New Jersey)’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
2019
Q2 		– Sell
-122
Closed -$3K – 1484
2019
Q1 		$3K Hold
122
– – ﹤0.01% 1300
2018
Q4 		$3K Hold
122
– – ﹤0.01% 1211
2018
Q3 		$4K Hold
122
– – ﹤0.01% 1270
2018
Q2 		$4K Hold
122
– – ﹤0.01% 1156
2018
Q1 		$5K Hold
122
– – ﹤0.01% 1239
2017
Q4 		$5K Hold
122
– – ﹤0.01% 1304
2017
Q3 		$4K Hold
122
– – ﹤0.01% 1332
2017
Q2 		$5K Hold
122
– – ﹤0.01% 1297
2017
Q1 		$5K Hold
122
– – ﹤0.01% 1297
2016
Q4 		$5K Sell
122
-39
-24% -$1.45K ﹤0.01% 1165
2016
Q3 		$6K Sell
161
-210
-57% -$9.34K ﹤0.01% 1122
2016
Q2 		$16K Buy
371
+39
+12% +$1.73K ﹤0.01% 856
2016
Q1 		$15K Buy
+332
New +$16K 0.01% 651
2015
Q3 		– Sell
-122
Closed -$8K – 912
2015
Q2 		$8K Buy
+122
New +$8.62K ﹤0.01% 855
2015
Q1 		– Sell
-122
Closed -$7K – 1038
2014
Q4 		$7K Buy
+122
New +$6.55K ﹤0.01% 762
2014
Q3 		– Sell
-172
Closed -$9K – 978
2014
Q2 		$9K Buy
+172
New +$8.45K ﹤0.01% 667
2013
Q4 		– Sell
-130
Closed -$5K – 562
2013
Q3 		$5K Buy
+130
New +$4.58K ﹤0.01% 583

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Financial Architects (New Jersey)'s VTRS Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Viatris (VTRS) in Q2 2019, closing a stake of 122 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in VTRS in Q3 2013 and held it in 17 quarters. The position peaked at $16K in Q2 2016. 440 funds tracked by Wall St. Rank hold VTRS as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Viatris position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 122 Viatris shares in Q2 2019, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Viatris in Q3 2013 and held it in 17 quarters.
  • Financial Architects (New Jersey)'s Viatris position peaked at $16K in Q2 2016.
  • 440 funds tracked by Wall St. Rank held Viatris as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.