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Mine & Arao Wealth Creation & Management’s Viatris VTRS Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q2 		– Sell
-99
Closed -$1.19K – 358
2024
Q1 		$1.19K Sell
99
-42
-30% -$506 ﹤0.01% 297
2023
Q4 		$1.53K Hold
141
– – ﹤0.01% 296
2023
Q3 		$1.39K Buy
141
+1
+0.7% +$10 ﹤0.01% 296
2023
Q2 		$1.4K Hold
140
– – ﹤0.01% 312
2023
Q1 		$1.34K Buy
140
+1
+0.7% +$11 ﹤0.01% 308
2022
Q4 		$1.55K Sell
139
-266
-66% -$2.78K ﹤0.01% 300
2022
Q3 		$3K Sell
405
-250
-38% -$2.46K ﹤0.01% 298
2022
Q2 		$7K Buy
655
+6
+0.9% +$66 ﹤0.01% 251
2022
Q1 		$7K Buy
649
+2
+0.3% +$26 ﹤0.01% 258
2021
Q4 		$9K Sell
647
-52
-7% -$694 0.01% 241
2021
Q3 		$9K Buy
699
+1
+0.1% +$14 0.01% 232
2021
Q2 		$10K Sell
698
-60
-8% -$868 0.01% 223
2021
Q1 		$11K Sell
758
-747
-50% -$12.2K 0.01% 210
2020
Q4 		$28K Buy
+1,505
New +$24.5K 0.02% 159

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VTRS Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Viatris (VTRS) in Q2 2024, closing a stake of 99 shares — an estimated $1.19K sold.

Mine & Arao Wealth Creation & Management first reported a position in VTRS in Q4 2020 and held it in 14 quarters. The position peaked at $28K in Q4 2020. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 99 Viatris shares in Q2 2024, an estimated $1.19K.
  • Mine & Arao Wealth Creation & Management first reported a position in Viatris in Q4 2020 and held it in 14 quarters.
  • Mine & Arao Wealth Creation & Management's Viatris position peaked at $28K in Q4 2020.
  • 995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.