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IAG Wealth Partners’s Viatris VTRS Stock Holding History

IAG Wealth 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
2024
Q3 		– Sell
-6
Closed -$64 – 534
2024
Q2 		$64 Hold
6
– – ﹤0.01% 495
2024
Q1 		$72 Hold
6
– – ﹤0.01% 442
2023
Q4 		$65 Buy
+6
New +$57 ﹤0.01% 421
2022
Q2 		– Sell
-3
Closed – – 483
2022
Q1 		$0 Sell
3
-40
-93% -$527 ﹤0.01% 469
2021
Q4 		$1K Hold
43
– – ﹤0.01% 391
2021
Q3 		$1K Hold
43
– – ﹤0.01% 384
2021
Q2 		$1K Sell
43
-37
-46% -$535 ﹤0.01% 364
2021
Q1 		$2K Sell
80
-205
-72% -$3.34K ﹤0.01% 345
2020
Q4 		$6K Buy
285
+40
+16% +$652 ﹤0.01% 291
2020
Q3 		$4K Hold
245
– – ﹤0.01% 300
2020
Q2 		$4K Hold
245
– – ﹤0.01% 303
2020
Q1 		$4K Hold
245
– – ﹤0.01% 292
2019
Q4 		$5K Buy
+245
New +$4.56K ﹤0.01% 313

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return