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Keebeck Wealth Management’s Viatris VTRS Stock Holding History

Keebeck 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
2020
Q3 		– Sell
-1,118
Closed -$17K – 356
2020
Q2 		$17K Buy
+1,118
New +$18.1K 0.01% 282
2020
Q1 		– Sell
-36,318
Closed -$729K – 324
2019
Q4 		$729K Buy
+36,318
New +$676K 0.23% 77

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Keebeck Wealth Management's VTRS Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Viatris (VTRS) in Q3 2020, closing a stake of 1,118 shares — an estimated $17K sold.

Keebeck Wealth Management first reported a position in VTRS in Q4 2019 and held it in 2 quarters. The position peaked at $729K in Q4 2019. 433 funds tracked by Wall St. Rank hold VTRS as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Viatris position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 1,118 Viatris shares in Q3 2020, an estimated $17K.
  • Keebeck Wealth Management first reported a position in Viatris in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Viatris position peaked at $729K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held Viatris as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.