KWAG
VTRS icon

Kiely Wealth Advisory Group’s Viatris VTRS Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$2.03K Hold
191
– – ﹤0.01% 292
2024
Q3 		$2.48K Hold
191
– – ﹤0.01% 286
2024
Q2 		$2.3K Buy
191
+4
+2% +$44 ﹤0.01% 274
2024
Q1 		$2.19K Buy
187
+36
+24% +$434 ﹤0.01% 250
2023
Q4 		$1.8K Buy
+151
New +$1.45K ﹤0.01% 249

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kiely Wealth Advisory Group's VTRS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Viatris (VTRS) position steady in Q4 2024 at 191 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Kiely Wealth Advisory Group first reported a position in VTRS in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.48K in Q3 2024. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Kiely Wealth Advisory Group held 191 shares of Viatris worth $2.03K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Viatris share count unchanged in Q4 2024.
  • Viatris made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #292 holding.
  • Kiely Wealth Advisory Group first reported a position in Viatris in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Viatris position peaked at $2.48K in Q3 2024.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.