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Level Financial Advisors’s Viatris VTRS Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-16
Closed -$173 – 252
2023
Q4 		$173 Hold
16
– – ﹤0.01% 267
2023
Q3 		$158 Hold
16
– – ﹤0.01% 279
2023
Q2 		$160 Hold
16
– – ﹤0.01% 277
2023
Q1 		$154 Hold
16
– – ﹤0.01% 240
2022
Q4 		$0 Hold
16
– – ﹤0.01% 303
2022
Q3 		$0 Hold
16
– – ﹤0.01% 349
2022
Q2 		$0 Hold
16
– – ﹤0.01% 352
2022
Q1 		$0 Hold
16
– – ﹤0.01% 285
2021
Q4 		$0 Buy
+16
New +$214 ﹤0.01% 276

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Level Financial Advisors's VTRS Position: Q1 2024 in Review

Level Financial Advisors sold out of Viatris (VTRS) in Q1 2024, closing a stake of 16 shares — an estimated $173 sold.

Level Financial Advisors first reported a position in VTRS in Q4 2021 and held it in 9 quarters. The position peaked at $173 in Q4 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Level Financial Advisors reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 16 Viatris shares in Q1 2024, an estimated $173.
  • Level Financial Advisors first reported a position in Viatris in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Viatris position peaked at $173 in Q4 2023.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.