Lake Point Wealth Management’s Viatris VTRS Stock Holding History

Lake Point 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
2022 Q2	$1K	Hold	121	–	–	﹤0.01%	424
2022 Q1	$1K	Hold	121	–	–	﹤0.01%	411
2021 Q4	$2K	Sell	121 -18	-13%	-$240	﹤0.01%	359
2021 Q3	$2K	Sell	139 -3	-2%	-$43	﹤0.01%	340
2021 Q2	$2K	Buy	+142	New	+$2.05K	﹤0.01%	353

Other funds holding VTRS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lake Point Wealth Management's VTRS Position: Q2 2022 in Review

Lake Point Wealth Management held its Viatris (VTRS) position steady in Q2 2022 at 121 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Lake Point Wealth Management first reported a position in VTRS in Q2 2021 and has held it in 5 quarters since. The position peaked at $2K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q2 2022.

Lake Point Wealth Management held 121 shares of Viatris worth $1K as of Q2 2022.
Lake Point Wealth Management left its Viatris share count unchanged in Q2 2022.
Viatris made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #424 holding.
Lake Point Wealth Management first reported a position in Viatris in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Viatris position peaked at $2K in Q4 2021.
1,010 funds tracked by Wall St. Rank held Viatris as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.