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Formidable Asset Management’s Viatris VTRS Stock Holding History

Formidable Asset Management’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
2015
Q4 		– Sell
-1,275
Closed -$51K – 605
2015
Q3 		$51K Buy
+1,275
New +$71.1K 0.03% 228
2015
Q1 		– Sell
-1,275
Closed -$72K – 539
2014
Q4 		$72K Hold
1,275
– – 0.05% 168
2014
Q3 		$68K Hold
1,275
– – 0.04% 167
2014
Q2 		$66K Hold
1,275
– – 0.04% 190
2014
Q1 		$65K Hold
1,275
– – 0.05% 171
2013
Q4 		$57K Hold
1,275
– – 0.04% 186
2013
Q3 		$50K Buy
+1,275
New +$44.9K 0.04% 171

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Formidable Asset Management's VTRS Position: Q4 2015 in Review

Formidable Asset Management sold out of Viatris (VTRS) in Q4 2015, closing a stake of 1,275 shares — an estimated $51K sold.

Formidable Asset Management first reported a position in VTRS in Q3 2013 and held it in 7 quarters. The position peaked at $72K in Q4 2014. 622 funds tracked by Wall St. Rank hold VTRS as of Q4 2015.

  • Formidable Asset Management reported no remaining Viatris position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 1,275 Viatris shares in Q4 2015, an estimated $51K.
  • Formidable Asset Management first reported a position in Viatris in Q3 2013 and held it in 7 quarters.
  • Formidable Asset Management's Viatris position peaked at $72K in Q4 2014.
  • 622 funds tracked by Wall St. Rank held Viatris as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.