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FGAM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-3
Closed
-$41
–
2522
2024
Q1
$41
Buy
+3
New
+$36
﹤0.01%
1845
2023
Q4
–
Hold
0
–
–
–
1479
2023
Q3
–
Sell
-10
Closed
-$104
–
1202
2023
Q2
$596
Hold
10
–
–
﹤0.01%
969
2023
Q1
$1.81K
Sell
10
-1
-9%
-$11
0.06%
315
2022
Q4
$1.53K
Sell
11
-7
-39%
-$73
0.01%
583
2022
Q3
$3
Sell
18
-2
-10%
-$20
﹤0.01%
821
2022
Q2
$5
Sell
20
-2
-9%
-$22
﹤0.01%
697
2022
Q1
$5
Sell
22
-6
-21%
-$79
﹤0.01%
805
2021
Q4
$6
Buy
+28
New
+$374
﹤0.01%
890
2021
Q3
–
Hold
0
–
–
–
850
2021
Q2
–
Hold
0
–
–
–
874
2019
Q4
–
Sell
-335
Closed
-$7K
–
1734
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
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27.45%
1-Year Est. Return
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30.48%
1-Year Est. Return
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29.55%
1-Year Est. Return
DSA
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$21.8B AUM
23.45%
1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
Pacer Advisors
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$34.9B AUM
18.19%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
DM
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New York
$8.48B AUM
99.04%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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