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LGT Financial Advisors’s Viatris VTRS Stock Holding History

LGT 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
Q2 		– Sell
-40,480
Closed -$483K – 868
2024
Q1 		$483K Hold
40,480
– – 0.56% 34
2023
Q4 		$438K Sell
40,480
-1,580
-4% -$15.1K 0.54% 37
2023
Q3 		$415K Buy
42,060
+3,325
+9% +$34.6K 0.53% 33
2023
Q2 		$387K Buy
38,735
+7,322
+23% +$69.9K 0.41% 69
2023
Q1 		$302K Hold
31,413
– – 0.56% 53
2022
Q4 		$350K Buy
+31,413
New +$328K 0.41% 49

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

LGT Financial Advisors's VTRS Position: Q2 2024 in Review

LGT Financial Advisors sold out of Viatris (VTRS) in Q2 2024, closing a stake of 40,480 shares — an estimated $483K sold.

LGT Financial Advisors first reported a position in VTRS in Q4 2022 and held it in 6 quarters. The position peaked at $483K in Q1 2024. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • LGT Financial Advisors reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 40,480 Viatris shares in Q2 2024, an estimated $483K.
  • LGT Financial Advisors first reported a position in Viatris in Q4 2022 and held it in 6 quarters.
  • LGT Financial Advisors's Viatris position peaked at $483K in Q1 2024.
  • 995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.