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McKinley Carter Wealth Services’s Viatris VTRS Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-1,250
Closed -$51K – 382
2018
Q1 		$51K Buy
+1,250
New +$53.3K 0.02% 258

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McKinley Carter Wealth Services's VTRS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Viatris (VTRS) in Q2 2018, closing a stake of 1,250 shares — an estimated $51K sold.

McKinley Carter Wealth Services first reported a position in VTRS in Q1 2018 and held it in 1 quarter. The position peaked at $51K in Q1 2018. 520 funds tracked by Wall St. Rank hold VTRS as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Viatris position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,250 Viatris shares in Q2 2018, an estimated $51K.
  • McKinley Carter Wealth Services first reported a position in Viatris in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Viatris position peaked at $51K in Q1 2018.
  • 520 funds tracked by Wall St. Rank held Viatris as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.