Financial Gravity Asset Management’s Viatris VTRS Stock Holding History

Financial Gravity Asset 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
2023 Q4	–	Hold	0	–	–	–	1315
2021 Q3	–	Hold	0	–	–	–	850
2021 Q2	–	Hold	0	–	–	–	874
2019 Q4	–	Sell	-335	Closed	-$7K	–	1713
2019 Q3	$7K	Buy	335 +122	+57%	+$2.39K	0.01%	662
2019 Q2	$4K	Buy	213 +149	+233%	+$3.29K	﹤0.01%	752
2019 Q1	$2K	Buy	+64	New	+$1.87K	﹤0.01%	998
2018 Q3	$26K	Sell	827 -1,316	-61%	-$49.4K	0.03%	446
2018 Q2	$80K	Buy	2,143 +1,208	+129%	+$47.4K	0.08%	246
2018 Q1	$34K	Buy	+935	New	+$39.9K	0.03%	439

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Financial Gravity Asset Management's VTRS Position: Q4 2023 in Review

Financial Gravity Asset Management held its Viatris (VTRS) position steady in Q4 2023 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Financial Gravity Asset Management first reported a position in VTRS in Q1 2018 and has held it in 6 quarters since. The position peaked at $80K in Q2 2018. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

Financial Gravity Asset Management held 0 shares of Viatris worth $5 as of Q4 2023.
Financial Gravity Asset Management left its Viatris share count unchanged in Q4 2023.
Viatris made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2023, its #1315 holding.
Financial Gravity Asset Management first reported a position in Viatris in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Asset Management's Viatris position peaked at $80K in Q2 2018.
1,016 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Financial Gravity Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.