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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Viatris VTRS Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q1 		– Sell
-450
Closed -$24K – 415
2015
Q4 		$24K Buy
+450
New +$21.6K 0.01% 187

Other funds holding VTRS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's VTRS Position: Q1 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Viatris (VTRS) in Q1 2016, closing a stake of 450 shares — an estimated $24K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VTRS in Q4 2015 and held it in 1 quarter. The position peaked at $24K in Q4 2015. 596 funds tracked by Wall St. Rank hold VTRS as of Q1 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Viatris position as of Q1 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 450 Viatris shares in Q1 2016, an estimated $24K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Viatris in Q4 2015 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Viatris position peaked at $24K in Q4 2015.
  • 596 funds tracked by Wall St. Rank held Viatris as of Q1 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2016, filed 12 May 2016.