IVC Wealth Advisors’s Viatris VTRS Stock Holding History

IVC 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
2022 Q4	–	Sell	-11,067	Closed	-$94K	–	161
2022 Q3	$94K	Buy	+11,067	New	+$109K	0.08%	140

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

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

LCM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IVC Wealth Advisors's VTRS Position: Q4 2022 in Review

IVC Wealth Advisors sold out of Viatris (VTRS) in Q4 2022, closing a stake of 11,067 shares — an estimated $94K sold.

IVC Wealth Advisors first reported a position in VTRS in Q3 2022 and held it in 1 quarter. The position peaked at $94K in Q3 2022. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

IVC Wealth Advisors reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
IVC Wealth Advisors sold 11,067 Viatris shares in Q4 2022, an estimated $94K.
IVC Wealth Advisors first reported a position in Viatris in Q3 2022 and held it in 1 quarter.
IVC Wealth Advisors's Viatris position peaked at $94K in Q3 2022.
1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on IVC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.