Lumature Wealth Partners’s Viatris VTRS Stock Holding History

Lumature Wealth 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
2023 Q2	$1.24K	Hold	124	–	–	﹤0.01%	365
2023 Q1	$1.19K	Hold	124	–	–	﹤0.01%	368
2022 Q4	$1.38K	Sell	124 -701	-85%	-$7.33K	﹤0.01%	371
2022 Q3	$7K	Hold	825	–	–	﹤0.01%	331
2022 Q2	$9K	Hold	825	–	–	﹤0.01%	326
2022 Q1	$9K	Hold	825	–	–	﹤0.01%	347
2021 Q4	$11K	Hold	825	–	–	﹤0.01%	328
2021 Q3	$11K	Hold	825	–	–	﹤0.01%	328
2021 Q2	$12K	Hold	825	–	–	0.01%	289
2021 Q1	$12K	Buy	+825	New	+$13.4K	0.01%	280

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Lumature Wealth Partners's VTRS Position: Q2 2023 in Review

Lumature Wealth Partners held its Viatris (VTRS) position steady in Q2 2023 at 124 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Lumature Wealth Partners first reported a position in VTRS in Q1 2021 and has held it in 10 quarters since. The position peaked at $12K in Q2 2021. 987 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

Lumature Wealth Partners held 124 shares of Viatris worth $1.24K as of Q2 2023.
Lumature Wealth Partners left its Viatris share count unchanged in Q2 2023.
Viatris made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #365 holding.
Lumature Wealth Partners first reported a position in Viatris in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Viatris position peaked at $12K in Q2 2021.
987 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.