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Fortis Advisors’s Viatris VTRS Stock Holding History

Fortis Advisors’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
2023
Q2 		– Sell
-9,735
Closed -$93.7K – 255
2023
Q1 		$93.7K Hold
9,735
– – 0.06% 125
2022
Q4 		$108K Buy
9,735
+9,708
+35,956% +$101K 0.08% 107
2022
Q3 		$0 Sell
27
-999
-97% -$9.83K ﹤0.01% 290
2022
Q2 		$11K Sell
1,026
-12,269
-92% -$135K 0.01% 220
2022
Q1 		$145K Buy
13,295
+13,269
+51,035% +$175K 0.08% 124
2021
Q4 		$0 Buy
26
+1
+4% +$13 ﹤0.01% 282
2021
Q3 		$0 Hold
25
– – ﹤0.01% 276
2021
Q2 		$0 Hold
25
– – ﹤0.01% 283
2021
Q1 		$0 Hold
25
– – ﹤0.01% 265
2020
Q4 		$0 Buy
+25
New +$408 ﹤0.01% 193

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fortis Advisors's VTRS Position: Q2 2023 in Review

Fortis Advisors sold out of Viatris (VTRS) in Q2 2023, closing a stake of 9,735 shares — an estimated $93.7K sold.

Fortis Advisors first reported a position in VTRS in Q4 2020 and held it in 10 quarters. The position peaked at $145K in Q1 2022. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

  • Fortis Advisors reported no remaining Viatris position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 9,735 Viatris shares in Q2 2023, an estimated $93.7K.
  • Fortis Advisors first reported a position in Viatris in Q4 2020 and held it in 10 quarters.
  • Fortis Advisors's Viatris position peaked at $145K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.