Financial Engines Advisors
VTRS icon

Financial Engines Advisors’s Viatris VTRS Stock Holding History

Financial Engines 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
2022
Q4 		– Sell
-11,480
Closed -$97K – 309
2022
Q3 		$97K Buy
+11,480
New +$113K ﹤0.01% 282
2018
Q1 		– Sell
-47
Closed -$2K – 234
2017
Q4 		$2K Buy
+47
New +$1.8K ﹤0.01% 160

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Financial Engines Advisors's VTRS Position: Q4 2022 in Review

Financial Engines Advisors sold out of Viatris (VTRS) in Q4 2022, closing a stake of 11,480 shares — an estimated $97K sold.

Financial Engines Advisors first reported a position in VTRS in Q4 2017 and held it in 2 quarters. The position peaked at $97K in Q3 2022. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

  • Financial Engines Advisors reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 11,480 Viatris shares in Q4 2022, an estimated $97K.
  • Financial Engines Advisors first reported a position in Viatris in Q4 2017 and held it in 2 quarters.
  • Financial Engines Advisors's Viatris position peaked at $97K in Q3 2022.
  • 1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on Financial Engines Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.