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Life Planning Partners’s Viatris VTRS Stock Holding History

Life Planning Partners’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
-90
Closed -$975 – 247
2023
Q4 		$975 Buy
+90
New +$862 ﹤0.01% 239
2022
Q3 		$767 Hold
90
– – ﹤0.01% 176
2022
Q2 		$1K Hold
90
– – ﹤0.01% 175
2022
Q1 		$1K Hold
90
– – ﹤0.01% 175
2021
Q4 		$1K Buy
+90
New +$1.2K ﹤0.01% 162

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

Life Planning Partners's VTRS Position: Q1 2024 in Review

Life Planning Partners sold out of Viatris (VTRS) in Q1 2024, closing a stake of 90 shares — an estimated $975 sold.

Life Planning Partners first reported a position in VTRS in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Life Planning Partners reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 90 Viatris shares in Q1 2024, an estimated $975.
  • Life Planning Partners first reported a position in Viatris in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Viatris position peaked at $1K in Q2 2022.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.