IBEX Wealth Advisors’s Viatris VTRS Stock Holding History

IBEX Wealth 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 Q4	–	Sell	-9	Closed	–	–	423
2021 Q3	$0	Buy	+9	New	+$128	﹤0.01%	445

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

IBEX Wealth Advisors's VTRS Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Viatris (VTRS) in Q4 2021, closing a stake of 9 shares.

IBEX Wealth Advisors first reported a position in VTRS in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 1,071 funds tracked by Wall St. Rank hold VTRS as of Q4 2021.

IBEX Wealth Advisors reported no remaining Viatris position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 9 Viatris shares in Q4 2021.
IBEX Wealth Advisors first reported a position in Viatris in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Viatris position peaked at $0 in Q3 2021.
1,071 funds tracked by Wall St. Rank held Viatris as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.