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FormulaFolio Investments’s Viatris VTRS Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$0 Hold
2
– – ﹤0.01% 519
2021
Q1 		$0 Sell
2
-16,953
-100% -$276K ﹤0.01% 806
2020
Q4 		$318K Buy
+16,955
New +$277K 0.01% 524

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FormulaFolio Investments's VTRS Position: Q2 2021 in Review

FormulaFolio Investments held its Viatris (VTRS) position steady in Q2 2021 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #519.

FormulaFolio Investments first reported a position in VTRS in Q4 2020 and has held it in 3 quarters since. The position peaked at $318K in Q4 2020. 1,043 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • FormulaFolio Investments held 2 shares of Viatris worth $0 as of Q2 2021.
  • FormulaFolio Investments left its Viatris share count unchanged in Q2 2021.
  • Viatris made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #519 holding.
  • FormulaFolio Investments first reported a position in Viatris in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Viatris position peaked at $318K in Q4 2020.
  • 1,043 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.