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Joseph P. Lucia & Associates’s Viatris VTRS Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-6
Closed – – 434
2022
Q2 		$0 Sell
6
-6
-50% -$66 ﹤0.01% 512
2022
Q1 		$0 Buy
+12
New +$158 ﹤0.01% 476
2021
Q4 		– Sell
-494
Closed -$7K – 546
2021
Q3 		$7K Sell
494
-31
-6% -$440 ﹤0.01% 416
2021
Q2 		$8K Buy
525
+370
+239% +$5.35K ﹤0.01% 407
2021
Q1 		$2K Hold
155
– – ﹤0.01% 516
2020
Q4 		$3K Buy
+155
New +$2.53K ﹤0.01% 429

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Joseph P. Lucia & Associates's VTRS Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Viatris (VTRS) in Q3 2022, closing a stake of 6 shares.

Joseph P. Lucia & Associates first reported a position in VTRS in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Viatris position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 6 Viatris shares in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in Viatris in Q4 2020 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's Viatris position peaked at $8K in Q2 2021.
  • 980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.