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Laurel Wealth Advisors (California)’s Viatris VTRS Stock Holding History

Laurel Wealth Advisors (California)’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 		– Sell
-37,512
Closed -$408K – 761
2022
Q1 		$408K Buy
37,512
+1,501
+4% +$19.8K 0.03% 482
2021
Q4 		$487K Buy
+36,011
New +$481K 0.04% 457
2021
Q1 		– Sell
-12,020
Closed -$225K – 494
2020
Q4 		$225K Buy
+12,020
New +$196K 0.03% 399

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
DM
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VTRS Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Viatris (VTRS) in Q2 2022, closing a stake of 37,512 shares — an estimated $408K sold.

Laurel Wealth Advisors (California) first reported a position in VTRS in Q4 2020 and held it in 3 quarters. The position peaked at $487K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Viatris position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 37,512 Viatris shares in Q2 2022, an estimated $408K.
  • Laurel Wealth Advisors (California) first reported a position in Viatris in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Viatris position peaked at $487K in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.