Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Viatris VTRS Stock Holding History

Legacy Financial Group (Iowa)’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
-167
Closed -$1.65K – 502
2023
Q3 		$1.65K Buy
+167
New +$1.74K ﹤0.01% 482

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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VTRS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Viatris (VTRS) in Q4 2023, closing a stake of 167 shares — an estimated $1.65K sold.

Legacy Financial Group (Iowa) first reported a position in VTRS in Q3 2023 and held it in 1 quarter. The position peaked at $1.65K in Q3 2023. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Viatris position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 167 Viatris shares in Q4 2023, an estimated $1.65K.
  • Legacy Financial Group (Iowa) first reported a position in Viatris in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Viatris position peaked at $1.65K in Q3 2023.
  • 1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.