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Lugano Financial Advisors SA (LFA)’s Viatris VTRS Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2022
Q4 		– Sell
-184
Closed -$2K – 127
2022
Q3 		$2K Hold
184
– – ﹤0.01% 113
2022
Q2 		$1K Buy
+184
New +$2.02K ﹤0.01% 130

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s VTRS Position: Q4 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of Viatris (VTRS) in Q4 2022, closing a stake of 184 shares — an estimated $2K sold.

Lugano Financial Advisors SA (LFA) first reported a position in VTRS in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

  • Lugano Financial Advisors SA (LFA) reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 184 Viatris shares in Q4 2022, an estimated $2K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Viatris in Q2 2022 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Viatris position peaked at $2K in Q3 2022.
  • 1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2022, filed 8 Feb 2023.