Financial Synergies Wealth Advisors’s Viatris VTRS Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-124	Closed	-$1.48K	–	470
2024 Q1	$1.48K	Hold	124	–	–	﹤0.01%	360
2023 Q4	$1.38K	Hold	124	–	–	﹤0.01%	289
2023 Q3	$1.22K	Hold	124	–	–	﹤0.01%	352
2023 Q2	$1.24K	Hold	124	–	–	﹤0.01%	344
2023 Q1	$1.19K	Hold	124	–	–	﹤0.01%	359
2022 Q4	$1.38K	Hold	124	–	–	﹤0.01%	289
2022 Q3	$1.06K	Hold	124	–	–	﹤0.01%	294
2022 Q2	$1.3K	Buy	+124	New	+$1.36K	﹤0.01%	285

Other funds holding VTRS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B 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 $432B AUM 30.22% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Financial Synergies Wealth Advisors's VTRS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Viatris (VTRS) in Q2 2024, closing a stake of 124 shares — an estimated $1.48K sold.

Financial Synergies Wealth Advisors first reported a position in VTRS in Q2 2022 and held it in 8 quarters. The position peaked at $1.48K in Q1 2024. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 124 Viatris shares in Q2 2024, an estimated $1.48K.
Financial Synergies Wealth Advisors first reported a position in Viatris in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Viatris position peaked at $1.48K in Q1 2024.
995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.