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Granite Bay Wealth Management’s Viatris VTRS Stock Holding History

Granite Bay 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
2024
Q1 		– Sell
-32,949
Closed -$315K – 282
2023
Q4 		$315K Hold
32,949
– – ﹤0.01% 277
2023
Q3 		$343K Buy
+32,949
New +$343K ﹤0.01% 281

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

Granite Bay Wealth Management's VTRS Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Viatris (VTRS) in Q1 2024, closing a stake of 32,949 shares — an estimated $315K sold.

Granite Bay Wealth Management first reported a position in VTRS in Q3 2023 and held it in 2 quarters. The position peaked at $343K in Q3 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 32,949 Viatris shares in Q1 2024, an estimated $315K.
  • Granite Bay Wealth Management first reported a position in Viatris in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Viatris position peaked at $343K in Q3 2023.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.