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Hoover Financial Advisors’s Viatris VTRS Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$26K Buy
1,815
+85
+5% +$1.23K ﹤0.01% 365
2021
Q1 		$26K Buy
1,730
+113
+7% +$1.84K ﹤0.01% 333
2020
Q4 		$28K Buy
+1,617
New +$26.4K 0.01% 296

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hoover Financial Advisors's VTRS Position: Q2 2021 in Review

Hoover Financial Advisors increased its Viatris (VTRS) stake by 4.9% in Q2 2021, buying an estimated $1.23K and bringing the position to 1,815 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Hoover Financial Advisors first reported a position in VTRS in Q4 2020 and has held it in 3 quarters since. The position peaked at $28K in Q4 2020. 1,043 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • Hoover Financial Advisors held 1,815 shares of Viatris worth $26K as of Q2 2021.
  • Hoover Financial Advisors bought 85 Viatris shares in Q2 2021, an estimated $1.23K.
  • Viatris made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #365 holding.
  • Hoover Financial Advisors first reported a position in Viatris in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Viatris position peaked at $28K in Q4 2020.
  • 1,043 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.