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FMA Advisory’s Viatris VTRS Stock Holding History

FMA Advisory’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
2017
Q4 		– Sell
-21,571
Closed -$676K – 153
2017
Q3 		$676K Sell
21,571
-2,525
-10% -$85.7K 0.4% 77
2017
Q2 		$935 Sell
24,096
-5,325
-18% -$204K 0.48% 51
2017
Q1 		$1.15M Buy
+29,421
New +$1.19M 0.58% 57
2015
Q2 		$228K Buy
+3,356
New +$237K 0.14% 113
2014
Q4 		$4.18M Buy
74,242
+485
+0.7% +$26K 1.46% 13
2014
Q3 		$3.35M Buy
73,757
+1,109
+2% +$53.9K 1.23% 21
2014
Q2 		$3.75M Buy
72,648
+886
+1% +$43.5K 1.38% 17
2014
Q1 		$3.5M Buy
71,762
+1,214
+2% +$58.9K 1.37% 18
2013
Q4 		$3.06M Buy
70,548
+420
+0.6% +$17.3K 1.25% 22
2013
Q3 		$2.68M Buy
70,128
+891
+1% +$31.4K 1.07% 26
2013
Q2 		$2.15M Buy
+69,237
New +$2.07M 0.91% 34

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

FMA Advisory's VTRS Position: Q4 2017 in Review

FMA Advisory sold out of Viatris (VTRS) in Q4 2017, closing a stake of 21,571 shares — an estimated $676K sold.

FMA Advisory first reported a position in VTRS in Q2 2013 and held it in 11 quarters. The position peaked at $4.18M in Q4 2014. 538 funds tracked by Wall St. Rank hold VTRS as of Q4 2017.

  • FMA Advisory reported no remaining Viatris position as of Q4 2017 after selling out during the quarter.
  • FMA Advisory sold 21,571 Viatris shares in Q4 2017, an estimated $676K.
  • FMA Advisory first reported a position in Viatris in Q2 2013 and held it in 11 quarters.
  • FMA Advisory's Viatris position peaked at $4.18M in Q4 2014.
  • 538 funds tracked by Wall St. Rank held Viatris as of Q4 2017.

Based on FMA Advisory's 13F filing for Q4 2017, filed 12 Apr 2021.