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First Personal Financial Services’s Viatris VTRS Stock Holding History

First Personal Financial Services’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 		$93 Buy
+8
New +$92 ﹤0.01% 544
2021
Q3 		– Sell
-79
Closed -$1K – 327
2021
Q2 		$1K Sell
79
-95
-55% -$1.37K ﹤0.01% 316
2021
Q1 		$2K Sell
174
-1,342
-89% -$21.9K ﹤0.01% 297
2020
Q4 		$28K Buy
+1,516
New +$24.7K 0.01% 221
2020
Q1 		– Sell
-36
Closed -$1K – 528
2019
Q4 		$1K Hold
36
– – ﹤0.01% 505
2019
Q3 		$1K Buy
+36
New +$706 ﹤0.01% 519
2018
Q2 		– Sell
-2,879
Closed -$119K – 927
2018
Q1 		$119K Sell
2,879
-1,960
-41% -$83.6K 0.03% 274
2017
Q4 		$205K Buy
4,839
+2,106
+77% +$80.5K 0.04% 230
2017
Q3 		$86K Hold
2,733
– – 0.02% 339
2017
Q2 		$106K Hold
2,733
– – 0.02% 306
2017
Q1 		$107K Buy
2,733
+681
+33% +$27.5K 0.03% 278
2016
Q4 		$78K Buy
+2,052
New +$76.2K 0.02% 314
2015
Q3 		– Sell
-600
Closed -$41K – 492
2015
Q2 		$41K Buy
+600
New +$42.4K 0.02% 180

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 Personal Financial Services's VTRS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Viatris (VTRS) in Q3 2024: 8 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in VTRS as recently as Q2 2021.

First Personal Financial Services first reported a position in VTRS in Q2 2015 and has held it in 13 quarters since. The position peaked at $205K in Q4 2017. 1,000 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

  • First Personal Financial Services held 8 shares of Viatris worth $93 as of Q3 2024.
  • Viatris was a new First Personal Financial Services position in Q3 2024.
  • Viatris made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #544 holding.
  • First Personal Financial Services first reported a position in Viatris in Q2 2015 and has held it in 13 quarters since.
  • First Personal Financial Services's Viatris position peaked at $205K in Q4 2017.
  • 1,000 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.