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Milestone Wealth’s Viatris VTRS Stock Holding History

Milestone Wealth’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
Q3 		$1K Hold
71
– – ﹤0.01% 232
2022
Q2 		$1K Sell
71
-43
-38% -$471 ﹤0.01% 227
2022
Q1 		$2K Hold
114
– – ﹤0.01% 244
2021
Q4 		$2K Buy
+114
New +$1.52K ﹤0.01% 244

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Milestone Wealth's VTRS Position: Q3 2022 in Review

Milestone Wealth held its Viatris (VTRS) position steady in Q3 2022 at 71 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Milestone Wealth first reported a position in VTRS in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

  • Milestone Wealth held 71 shares of Viatris worth $1K as of Q3 2022.
  • Milestone Wealth left its Viatris share count unchanged in Q3 2022.
  • Viatris made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #232 holding.
  • Milestone Wealth first reported a position in Viatris in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Viatris position peaked at $2K in Q1 2022.
  • 980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.