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Money Concepts Capital’s Viatris VTRS Stock Holding History

Money Concepts Capital’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
-11,056
Closed -$123K – 2861
2022
Q4 		$123K Buy
11,056
+3,562
+48% +$37.2K 0.01% 891
2022
Q3 		$64K Sell
7,494
-358
-5% -$3.52K ﹤0.01% 670
2022
Q2 		$84K Sell
7,852
-3,963
-34% -$43.4K 0.01% 606
2022
Q1 		$129K Buy
+11,815
New +$156K 0.01% 907
2021
Q1 		– Sell
-14,252
Closed -$267K – 772
2020
Q4 		$267K Buy
+14,252
New +$232K 0.02% 374

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

Money Concepts Capital's VTRS Position: Q1 2023 in Review

Money Concepts Capital sold out of Viatris (VTRS) in Q1 2023, closing a stake of 11,056 shares — an estimated $123K sold.

Money Concepts Capital first reported a position in VTRS in Q4 2020 and held it in 5 quarters. The position peaked at $267K in Q4 2020. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • Money Concepts Capital reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 11,056 Viatris shares in Q1 2023, an estimated $123K.
  • Money Concepts Capital first reported a position in Viatris in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's Viatris position peaked at $267K in Q4 2020.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.