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Goodwin Investment Advisory’s Viatris VTRS Stock Holding History

Goodwin 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
2023
Q1 		– Sell
-308
Closed -$3.43K – 210
2022
Q4 		$3.43K Hold
308
– – ﹤0.01% 183
2022
Q3 		$3K Buy
+308
New +$3.03K ﹤0.01% 191
2022
Q2 		– Sell
-131
Closed -$1K – 232
2022
Q1 		$1K Buy
+131
New +$1.73K ﹤0.01% 200

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Goodwin Investment Advisory's VTRS Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Viatris (VTRS) in Q1 2023, closing a stake of 308 shares — an estimated $3.43K sold.

Goodwin Investment Advisory first reported a position in VTRS in Q1 2022 and held it in 3 quarters. The position peaked at $3.43K in Q4 2022. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 308 Viatris shares in Q1 2023, an estimated $3.43K.
  • Goodwin Investment Advisory first reported a position in Viatris in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Viatris position peaked at $3.43K in Q4 2022.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.