FGC
VTRS icon

Financial Gravity Companies’s Viatris VTRS Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$411 Buy
+33
New +$406 ﹤0.01% 875
2018
Q4 		$24K Buy
+776
New +$25.1K 0.02% 461
2018
Q1 		$34K Buy
935
+339
+57% +$14.5K 0.03% 439
2017
Q4 		$26K Buy
+596
New +$22.8K 0.03% 446

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Gravity Companies's VTRS Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in Viatris (VTRS) in Q4 2024: 33 shares worth $411. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTRS as recently as Q4 2018.

Financial Gravity Companies first reported a position in VTRS in Q4 2017 and has held it in 4 quarters since. The position peaked at $34K in Q1 2018. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Financial Gravity Companies held 33 shares of Viatris worth $411 as of Q4 2024.
  • Viatris was a new Financial Gravity Companies position in Q4 2024.
  • Viatris made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #875 holding.
  • Financial Gravity Companies first reported a position in Viatris in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Viatris position peaked at $34K in Q1 2018.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.