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ForthRight Wealth Management’s Viatris VTRS Stock Holding History

ForthRight Wealth 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
2021
Q1 		– Sell
-124
Closed -$2K – 177
2020
Q4 		$2K Buy
+124
New +$2.02K ﹤0.01% 168

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State Street
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Macquarie Group
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DSA
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LCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

ForthRight Wealth Management's VTRS Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Viatris (VTRS) in Q1 2021, closing a stake of 124 shares — an estimated $2K sold.

ForthRight Wealth Management first reported a position in VTRS in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 124 Viatris shares in Q1 2021, an estimated $2K.
  • ForthRight Wealth Management first reported a position in Viatris in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Viatris position peaked at $2K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.