Icon Wealth Partners’s Viatris VTRS Stock Holding History

Icon 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
2019 Q2	–	Sell	-85	Closed	-$2K	–	763
2019 Q1	$2K	Buy	+85	New	+$2.48K	﹤0.01%	843

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Icon Wealth Partners's VTRS Position: Q2 2019 in Review

Icon Wealth Partners sold out of Viatris (VTRS) in Q2 2019, closing a stake of 85 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in VTRS in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 440 funds tracked by Wall St. Rank hold VTRS as of Q2 2019.

Icon Wealth Partners reported no remaining Viatris position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 85 Viatris shares in Q2 2019, an estimated $2K.
Icon Wealth Partners first reported a position in Viatris in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Viatris position peaked at $2K in Q1 2019.
440 funds tracked by Wall St. Rank held Viatris as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.