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Global Wealth Management Investment Advisory’s Viatris VTRS Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-15
Closed -$162 – 434
2023
Q4 		$162 Sell
15
-37
-71% -$354 ﹤0.01% 461
2023
Q3 		$513 Sell
52
-3
-5% -$31 ﹤0.01% 440
2023
Q2 		$549 Buy
+55
New +$525 ﹤0.01% 440
2022
Q3 		– Sell
-92
Closed -$1K – 472
2022
Q2 		$1K Sell
92
-2
-2% -$22 ﹤0.01% 486
2022
Q1 		$1K Hold
94
– – ﹤0.01% 478
2021
Q4 		$1K Hold
94
– – ﹤0.01% 439
2021
Q3 		$1K Sell
94
-19
-17% -$270 ﹤0.01% 452
2021
Q2 		$2K Sell
113
-10
-8% -$145 ﹤0.01% 406
2021
Q1 		$2K Sell
123
-6,506
-98% -$106K ﹤0.01% 426
2020
Q4 		$124K Buy
+6,629
New +$108K 0.05% 131

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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's VTRS Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Viatris (VTRS) in Q1 2024, closing a stake of 15 shares — an estimated $162 sold.

Global Wealth Management Investment Advisory first reported a position in VTRS in Q4 2020 and held it in 10 quarters. The position peaked at $124K in Q4 2020. 1,009 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 15 Viatris shares in Q1 2024, an estimated $162.
  • Global Wealth Management Investment Advisory first reported a position in Viatris in Q4 2020 and held it in 10 quarters.
  • Global Wealth Management Investment Advisory's Viatris position peaked at $124K in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.