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HBC Financial Services’s Viatris VTRS Stock Holding History

HBC Financial Services’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
2022
Q4 		– Sell
-2,185
Closed -$288K – 187
2022
Q3 		$288K Sell
2,185
-2,000
-48% -$19.7K 0.24% 20
2022
Q2 		$524K Buy
4,185
+1,761
+73% +$19.3K 0.41% 15
2022
Q1 		$376K Buy
2,424
+2,423
+242,300% +$31.9K 0.27% 20
2021
Q4 		$0 Hold
1
– – ﹤0.01% 191
2021
Q3 		$0 Sell
1
-139
-99% -$1.97K ﹤0.01% 197
2021
Q2 		$2K Buy
140
+108
+338% +$1.56K ﹤0.01% 158
2021
Q1 		$424 Hold
32
– – ﹤0.01% 175
2020
Q4 		$1K Buy
+32
New +$522 ﹤0.01% 155

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HBC Financial Services's VTRS Position: Q4 2022 in Review

HBC Financial Services sold out of Viatris (VTRS) in Q4 2022, closing a stake of 2,185 shares — an estimated $288K sold.

HBC Financial Services first reported a position in VTRS in Q4 2020 and held it in 8 quarters. The position peaked at $524K in Q2 2022. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

  • HBC Financial Services reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
  • HBC Financial Services sold 2,185 Viatris shares in Q4 2022, an estimated $288K.
  • HBC Financial Services first reported a position in Viatris in Q4 2020 and held it in 8 quarters.
  • HBC Financial Services's Viatris position peaked at $524K in Q2 2022.
  • 1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on HBC Financial Services's 13F filing for Q4 2022, filed 19 Jan 2023.