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Janiczek Wealth Management’s Viatris VTRS Stock Holding History

Janiczek Wealth Management’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
Q2 		$28.7K Hold
2,695
– – 0.01% 496
2024
Q1 		$32.2K Sell
2,695
-183
-6% -$2.2K 0.01% 481
2023
Q4 		$31.2K Buy
2,878
+41
+1% +$393 0.01% 482
2023
Q3 		$28K Buy
2,837
+133
+5% +$1.39K 0.01% 470
2023
Q2 		$27K Buy
2,704
+1,100
+69% +$10.5K 0.01% 413
2023
Q1 		$15.8K Buy
1,604
+116
+8% +$1.29K ﹤0.01% 488
2022
Q4 		$17.4K Buy
1,488
+17
+1% +$178 ﹤0.01% 479
2022
Q3 		$13K Hold
1,471
– – ﹤0.01% 514
2022
Q2 		$14K Sell
1,471
-29
-2% -$318 ﹤0.01% 525
2022
Q1 		$16K Hold
1,500
– – ﹤0.01% 497
2021
Q4 		$20K Buy
1,500
+78
+5% +$1.04K 0.01% 486
2021
Q3 		$19K Hold
1,422
– – 0.01% 470
2021
Q2 		$20K Sell
1,422
-220
-13% -$3.18K 0.01% 432
2021
Q1 		$23K Sell
1,642
-933
-36% -$15.2K 0.01% 378
2020
Q4 		$48K Buy
2,575
+2,156
+515% +$35.2K 0.02% 211
2020
Q3 		$6K Buy
+419
New +$6.69K ﹤0.01% 323

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Janiczek Wealth Management's VTRS Position: Q2 2024 in Review

Janiczek Wealth Management held its Viatris (VTRS) position steady in Q2 2024 at 2,695 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #496.

Janiczek Wealth Management first reported a position in VTRS in Q3 2020 and has held it in 16 quarters since. The position peaked at $48K in Q4 2020. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • Janiczek Wealth Management held 2,695 shares of Viatris worth $28.7K as of Q2 2024.
  • Janiczek Wealth Management left its Viatris share count unchanged in Q2 2024.
  • Viatris made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #496 holding.
  • Janiczek Wealth Management first reported a position in Viatris in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Viatris position peaked at $48K in Q4 2020.
  • 995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.