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Holistic Financial Partners’s Viatris VTRS Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-565
Closed -$23K – 357
2018
Q1 		$23K Hold
565
– – 0.02% 264
2017
Q4 		$24K Buy
+565
New +$21.6K 0.02% 266

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State Street
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Financial Partners's VTRS Position: Q2 2018 in Review

Holistic Financial Partners sold out of Viatris (VTRS) in Q2 2018, closing a stake of 565 shares — an estimated $23K sold.

Holistic Financial Partners first reported a position in VTRS in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q4 2017. 520 funds tracked by Wall St. Rank hold VTRS as of Q2 2018.

  • Holistic Financial Partners reported no remaining Viatris position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 565 Viatris shares in Q2 2018, an estimated $23K.
  • Holistic Financial Partners first reported a position in Viatris in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Viatris position peaked at $24K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held Viatris as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.