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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

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

IAG Wealth Partners's VTRS Position: Q3 2024 in Review

IAG Wealth Partners sold out of Viatris (VTRS) in Q3 2024, closing a stake of 6 shares — an estimated $64 sold.

IAG Wealth Partners first reported a position in VTRS in Q4 2019 and held it in 13 quarters. The position peaked at $6K in Q4 2020. 1,002 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

  • IAG Wealth Partners reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 6 Viatris shares in Q3 2024, an estimated $64.
  • IAG Wealth Partners first reported a position in Viatris in Q4 2019 and held it in 13 quarters.
  • IAG Wealth Partners's Viatris position peaked at $6K in Q4 2020.
  • 1,002 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.