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IFG Advisory’s Viatris VTRS Stock Holding History

IFG Advisory’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
2023
Q1 		– Sell
-10,249
Closed -$114K – 528
2022
Q4 		$114K Sell
10,249
-2,822
-22% -$29.5K 0.01% 478
2022
Q3 		$111K Buy
13,071
+1,777
+16% +$17.5K 0.01% 503
2022
Q2 		$118K Sell
11,294
-40
-0.4% -$439 0.01% 450
2022
Q1 		$123K Buy
11,334
+900
+9% +$11.9K 0.01% 481
2021
Q4 		$141K Buy
+10,434
New +$139K 0.01% 489

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

IFG Advisory's VTRS Position: Q1 2023 in Review

IFG Advisory sold out of Viatris (VTRS) in Q1 2023, closing a stake of 10,249 shares — an estimated $114K sold.

IFG Advisory first reported a position in VTRS in Q4 2021 and held it in 5 quarters. The position peaked at $141K in Q4 2021. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • IFG Advisory reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • IFG Advisory sold 10,249 Viatris shares in Q1 2023, an estimated $114K.
  • IFG Advisory first reported a position in Viatris in Q4 2021 and held it in 5 quarters.
  • IFG Advisory's Viatris position peaked at $141K in Q4 2021.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on IFG Advisory's 13F filing for Q1 2023, filed 26 Apr 2023.