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Kingswood Wealth Advisors’s Viatris VTRS Stock Holding History

Kingswood Wealth 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
2024
Q4 		– Sell
-30,236
Closed -$351K – 900
2024
Q3 		$351K Buy
30,236
+89
+0.3% +$1.03K 0.03% 538
2024
Q2 		$320K Buy
30,147
+449
+2% +$4.96K 0.03% 502
2024
Q1 		$355K Buy
29,698
+2
+0% +$24 0.04% 432
2023
Q4 		$322K Buy
29,696
+18,595
+168% +$178K 0.04% 451
2023
Q3 		$109K Buy
+11,101
New +$116K 0.02% 397

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

Kingswood Wealth Advisors's VTRS Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Viatris (VTRS) in Q4 2024, closing a stake of 30,236 shares — an estimated $351K sold.

Kingswood Wealth Advisors first reported a position in VTRS in Q3 2023 and held it in 5 quarters. The position peaked at $355K in Q1 2024. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 30,236 Viatris shares in Q4 2024, an estimated $351K.
  • Kingswood Wealth Advisors first reported a position in Viatris in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Viatris position peaked at $355K in Q1 2024.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.