JOYN Advisors’s Viatris VTRS Stock Holding History

JOYN 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
2019 Q1	–	Sell	-186	Closed	-$5K	–	1385
2018 Q4	$5K	Sell	186 -394	-68%	-$12.8K	﹤0.01%	1265
2018 Q3	$21K	Buy	580 +133	+30%	+$4.99K	﹤0.01%	675
2018 Q2	$16K	Buy	447 +399	+831%	+$15.7K	﹤0.01%	755
2018 Q1	$2K	Buy	+48	New	+$2.05K	﹤0.01%	1112

Other funds holding VTRS

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

FPA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JOYN Advisors's VTRS Position: Q1 2019 in Review

JOYN Advisors sold out of Viatris (VTRS) in Q1 2019, closing a stake of 186 shares — an estimated $5K sold.

JOYN Advisors first reported a position in VTRS in Q1 2018 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 474 funds tracked by Wall St. Rank hold VTRS as of Q1 2019.

JOYN Advisors reported no remaining Viatris position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 186 Viatris shares in Q1 2019, an estimated $5K.
JOYN Advisors first reported a position in Viatris in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Viatris position peaked at $21K in Q3 2018.
474 funds tracked by Wall St. Rank held Viatris as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.