Mission Wealth Management’s Viatris VTRS Stock Holding History

Mission 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
2017 Q3	–	Sell	-7,518	Closed	-$292K	–	215
2017 Q2	$292K	Buy	7,518 +58	+0.8%	+$2.23K	0.06%	131
2017 Q1	$291K	Hold	7,460	–	–	0.06%	136
2016 Q4	$285K	Sell	7,460 -12,578	-63%	-$467K	0.06%	134
2016 Q3	$764K	Sell	20,038 -1,000	-5%	-$44.5K	0.18%	61
2016 Q2	$910K	Sell	21,038 -2,400	-10%	-$106K	0.24%	44
2016 Q1	$1.09M	Hold	23,438	–	–	0.29%	42
2015 Q4	$1.27M	Buy	+23,438	New	+$1.13M	0.36%	29
2015 Q3	–	Sell	-23,457	Closed	-$1.39M	–	154
2015 Q2	$1.39M	Buy	+23,457	New	+$1.66M	0.48%	29

Other funds holding VTRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Mission Wealth Management's VTRS Position: Q3 2017 in Review

Mission Wealth Management sold out of Viatris (VTRS) in Q3 2017, closing a stake of 7,518 shares — an estimated $292K sold.

Mission Wealth Management first reported a position in VTRS in Q2 2015 and held it in 8 quarters. The position peaked at $1.39M in Q2 2015. 472 funds tracked by Wall St. Rank hold VTRS as of Q3 2017.

Mission Wealth Management reported no remaining Viatris position as of Q3 2017 after selling out during the quarter.
Mission Wealth Management sold 7,518 Viatris shares in Q3 2017, an estimated $292K.
Mission Wealth Management first reported a position in Viatris in Q2 2015 and held it in 8 quarters.
Mission Wealth Management's Viatris position peaked at $1.39M in Q2 2015.
472 funds tracked by Wall St. Rank held Viatris as of Q3 2017.

Based on Mission Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.