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First Foundation Advisors’s Viatris VTRS Stock Holding History

First Foundation 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
Q3 		– Sell
-425
Closed -$4.52K – 446
2024
Q2 		$4.52K Buy
+425
New +$4.7K ﹤0.01% 430
2016
Q3 		– Sell
-13,500
Closed -$584K – 322
2016
Q2 		$584K Buy
13,500
+8,400
+165% +$372K 0.04% 178
2016
Q1 		$236K Buy
+5,100
New +$246K 0.02% 259

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

First Foundation Advisors's VTRS Position: Q3 2024 in Review

First Foundation Advisors sold out of Viatris (VTRS) in Q3 2024, closing a stake of 425 shares — an estimated $4.52K sold.

First Foundation Advisors first reported a position in VTRS in Q1 2016 and held it in 3 quarters. The position peaked at $584K in Q2 2016. 1,000 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

  • First Foundation Advisors reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 425 Viatris shares in Q3 2024, an estimated $4.52K.
  • First Foundation Advisors first reported a position in Viatris in Q1 2016 and held it in 3 quarters.
  • First Foundation Advisors's Viatris position peaked at $584K in Q2 2016.
  • 1,000 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.