Householder Group Estate & Retirement Specialist’s Viatris VTRS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$0	Sell	39 -151	-79%	-$1.86K	﹤0.01%	1216
2024 Q3	$2K	Buy	190 +40	+27%	+$461	﹤0.01%	1068
2024 Q2	$1K	Sell	150 -228	-60%	-$2.52K	﹤0.01%	1167
2024 Q1	$4.52K	Sell	378 -156	-29%	-$1.88K	﹤0.01%	944
2023 Q4	$5K	Sell	534 -76	-12%	-$728	﹤0.01%	904
2023 Q3	$6.02K	Buy	+610	New	+$6.35K	﹤0.01%	896
2023 Q1	$9K	Buy	888 +19	+2%	+$211	﹤0.01%	846
2022 Q4	$9K	Sell	869 -13	-1%	-$136	0.01%	245
2022 Q3	$7K	Buy	+882	New	+$8.68K	﹤0.01%	825

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VTRS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Viatris (VTRS) stake by 79% in Q4 2024, selling an estimated $1.86K and leaving 39 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Householder Group Estate & Retirement Specialist first reported a position in VTRS in Q3 2022 and has held it in 9 quarters since. The position peaked at $9K in Q1 2023. 1,038 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 39 shares of Viatris worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 151 Viatris shares in Q4 2024, an estimated $1.86K.
Viatris made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1216 holding.
Householder Group Estate & Retirement Specialist first reported a position in Viatris in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Viatris position peaked at $9K in Q1 2023.
1,038 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.