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Laird Norton Wetherby Wealth Management’s Viatris VTRS Stock Holding History

Laird Norton Wetherby 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
2023
Q4 		– Sell
-14,969
Closed -$148K – 979
2023
Q3 		$148K Sell
14,969
-1,280
-8% -$13.3K 0.01% 850
2023
Q2 		$162K Sell
16,249
-160
-1% -$1.53K 0.01% 879
2023
Q1 		$158K Buy
16,409
+85
+0.5% +$943 0.01% 851
2022
Q4 		$182K Buy
16,324
+840
+5% +$8.78K 0.01% 813
2022
Q3 		$132K Sell
15,484
-1,148
-7% -$11.3K 0.01% 835
2022
Q2 		$174K Buy
16,632
+2,030
+14% +$22.3K 0.01% 831
2022
Q1 		$159K Sell
14,602
-536
-4% -$7.06K 0.01% 879
2021
Q4 		$205K Buy
15,138
+2,367
+19% +$31.6K 0.01% 859
2021
Q3 		$173K Sell
12,771
-3,156
-20% -$44.8K 0.01% 877
2021
Q2 		$228K Sell
15,927
-1,589
-9% -$23K 0.01% 817
2021
Q1 		$244K Sell
17,516
-3,249
-16% -$53K 0.02% 685
2020
Q4 		$389K Buy
+20,765
New +$339K 0.03% 547
2018
Q2 		– Sell
-5,720
Closed -$235K – 668
2018
Q1 		$235K Buy
5,720
+104
+2% +$4.43K 0.03% 553
2017
Q4 		$238K Buy
+5,616
New +$215K 0.03% 535
2016
Q1 		– Sell
-4,102
Closed -$222K – 501
2015
Q4 		$222K Buy
+4,102
New +$197K 0.05% 399
2015
Q3 		– Sell
-4,471
Closed -$303K – 500
2015
Q2 		$303K Buy
4,471
+339
+8% +$24K 0.07% 323
2015
Q1 		$245K Buy
4,132
+319
+8% +$18.2K 0.06% 373
2014
Q4 		$215K Buy
+3,813
New +$205K 0.05% 402

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VTRS Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Viatris (VTRS) in Q4 2023, closing a stake of 14,969 shares — an estimated $148K sold.

Laird Norton Wetherby Wealth Management first reported a position in VTRS in Q4 2014 and held it in 18 quarters. The position peaked at $389K in Q4 2020. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Viatris position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 14,969 Viatris shares in Q4 2023, an estimated $148K.
  • Laird Norton Wetherby Wealth Management first reported a position in Viatris in Q4 2014 and held it in 18 quarters.
  • Laird Norton Wetherby Wealth Management's Viatris position peaked at $389K in Q4 2020.
  • 1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.