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Gupta Wealth Management’s Viatris VTRS Stock Holding History

Gupta 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
2016
Q1 		$63K Sell
1,350
-50
-4% -$2.41K 0.01% 399
2015
Q4 		$76K Buy
1,400
+8
+0.6% +$385 0.02% 371
2015
Q3 		$56K Buy
1,392
+1,275
+1,090% +$71.1K 0.01% 431
2015
Q2 		$8K Buy
117
+39
+50% +$2.76K ﹤0.01% 956
2015
Q1 		$5K Buy
+78
New +$4.45K ﹤0.01% 902

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 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 $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's VTRS Position: Q1 2016 in Review

Gupta Wealth Management reduced its Viatris (VTRS) stake by 3.6% in Q1 2016, selling an estimated $2.41K and leaving 1,350 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #399.

Gupta Wealth Management first reported a position in VTRS in Q1 2015 and has held it in 5 quarters since. The position peaked at $76K in Q4 2015. 596 funds tracked by Wall St. Rank hold VTRS as of Q1 2016.

  • Gupta Wealth Management held 1,350 shares of Viatris worth $63K as of Q1 2016.
  • Gupta Wealth Management sold 50 Viatris shares in Q1 2016, an estimated $2.41K.
  • Viatris made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #399 holding.
  • Gupta Wealth Management first reported a position in Viatris in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Viatris position peaked at $76K in Q4 2015.
  • 596 funds tracked by Wall St. Rank held Viatris as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.