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MinichMacGregor Wealth Management’s Viatris VTRS Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-51
Closed -$567 – 641
2022
Q4 		$567 Buy
+51
New +$533 ﹤0.01% 664
2017
Q4 		– Sell
-200
Closed -$6K – 533
2017
Q3 		$6K Hold
200
– – 0.01% 336
2017
Q2 		$7K Hold
200
– – 0.01% 323
2017
Q1 		$7K Hold
200
– – 0.01% 323
2016
Q4 		$7K Sell
200
-1,941
-91% -$72.1K 0.01% 318
2016
Q3 		$81K Buy
2,141
+5
+0.2% +$222 0.08% 81
2016
Q2 		$92K Sell
2,136
-15
-0.7% -$664 0.09% 73
2016
Q1 		$99K Hold
2,151
– – 0.1% 64
2015
Q4 		$156K Buy
+2,151
New +$103K 0.15% 42

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
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

MinichMacGregor Wealth Management's VTRS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Viatris (VTRS) in Q1 2023, closing a stake of 51 shares — an estimated $567 sold.

MinichMacGregor Wealth Management first reported a position in VTRS in Q4 2015 and held it in 9 quarters. The position peaked at $156K in Q4 2015. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 51 Viatris shares in Q1 2023, an estimated $567.
  • MinichMacGregor Wealth Management first reported a position in Viatris in Q4 2015 and held it in 9 quarters.
  • MinichMacGregor Wealth Management's Viatris position peaked at $156K in Q4 2015.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.