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High Net Worth Advisory Group’s Viatris VTRS Stock Holding History

High Net Worth Advisory Group’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
-266
Closed -$2.96K – 568
2022
Q4 		$2.96K Hold
266
– – ﹤0.01% 568
2022
Q3 		$2K Sell
266
-333
-56% -$3.28K ﹤0.01% 638
2022
Q2 		$6K Hold
599
– – ﹤0.01% 574
2022
Q1 		$7K Buy
599
+256
+75% +$3.37K ﹤0.01% 571
2021
Q4 		$5K Buy
+343
New +$4.58K ﹤0.01% 610

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

High Net Worth Advisory Group's VTRS Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Viatris (VTRS) in Q1 2023, closing a stake of 266 shares — an estimated $2.96K sold.

High Net Worth Advisory Group first reported a position in VTRS in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 266 Viatris shares in Q1 2023, an estimated $2.96K.
  • High Net Worth Advisory Group first reported a position in Viatris in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Viatris position peaked at $7K in Q1 2022.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.