Heritage Wealth Management (Arizona)’s Viatris VTRS Stock Holding History

Heritage Wealth Management (Arizona)’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	$3.45K	Buy	310 +139	+81%	+$1.45K	﹤0.01%	924
2022 Q3	$1K	Sell	171 -31	-15%	-$305	﹤0.01%	988
2022 Q2	$2.12K	Sell	202 -27	-12%	-$296	﹤0.01%	878
2022 Q1	$2K	Buy	+229	New	+$3.02K	﹤0.01%	916
2021 Q3	$8K	Hold	607	–	–	﹤0.01%	686
2021 Q2	$9K	Sell	607 -188	-24%	-$2.72K	﹤0.01%	678
2021 Q1	$11K	Buy	+795	New	+$13K	0.01%	570

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $2.29B AUM 75.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VTRS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Viatris (VTRS) stake by 81% in Q4 2022, buying an estimated $1.45K and bringing the position to 310 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Heritage Wealth Management (Arizona) first reported a position in VTRS in Q1 2021 and has held it in 7 quarters since. The position peaked at $11K in Q1 2021. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

Heritage Wealth Management (Arizona) held 310 shares of Viatris worth $3.45K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 139 Viatris shares in Q4 2022, an estimated $1.45K.
Viatris made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #924 holding.
Heritage Wealth Management (Arizona) first reported a position in Viatris in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Viatris position peaked at $11K in Q1 2021.
1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.