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Horizon Wealth Management’s Viatris VTRS Stock Holding History

Horizon Wealth Management’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
Q3 		– Sell
-61,952
Closed -$649K – 105
2022
Q2 		$649K Sell
61,952
-676
-1% -$7.41K 0.27% 45
2022
Q1 		$681K Buy
62,628
+5,827
+10% +$76.8K 0.21% 45
2021
Q4 		$769K Buy
+56,801
New +$758K 0.22% 46

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Horizon Wealth Management's VTRS Position: Q3 2022 in Review

Horizon Wealth Management sold out of Viatris (VTRS) in Q3 2022, closing a stake of 61,952 shares — an estimated $649K sold.

Horizon Wealth Management first reported a position in VTRS in Q4 2021 and held it in 3 quarters. The position peaked at $769K in Q4 2021. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

  • Horizon Wealth Management reported no remaining Viatris position as of Q3 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 61,952 Viatris shares in Q3 2022, an estimated $649K.
  • Horizon Wealth Management first reported a position in Viatris in Q4 2021 and held it in 3 quarters.
  • Horizon Wealth Management's Viatris position peaked at $769K in Q4 2021.
  • 980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Horizon Wealth Management's 13F filing for Q3 2022, filed 18 Nov 2022.