LBA Wealth Management’s Viatris VTRS Stock Holding History

LBA 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
2017 Q1	$23K	Hold	600	–	–	0.01%	263
2016 Q4	$23K	Buy	+600	New	+$22.3K	0.01%	253

Other funds holding VTRS

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LBA Wealth Management's VTRS Position: Q1 2017 in Review

LBA Wealth Management held its Viatris (VTRS) position steady in Q1 2017 at 600 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #263.

LBA Wealth Management first reported a position in VTRS in Q4 2016 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold VTRS as of Q1 2017.

LBA Wealth Management held 600 shares of Viatris worth $23K as of Q1 2017.
LBA Wealth Management left its Viatris share count unchanged in Q1 2017.
Viatris made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #263 holding.
LBA Wealth Management first reported a position in Viatris in Q4 2016 and has held it in 2 quarters since.
568 funds tracked by Wall St. Rank held Viatris as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.