MFW
VTRS icon

Mosaic Family Wealth’s Viatris VTRS Stock Holding History

Mosaic Family 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
2019
Q2 		– Sell
-103
Closed -$3K – 595
2019
Q1 		$3K Hold
103
– – ﹤0.01% 626
2018
Q4 		$3K Hold
103
– – ﹤0.01% 585
2018
Q3 		$4K Sell
103
-171
-62% -$6.42K ﹤0.01% 575
2018
Q2 		$10K Buy
274
+171
+166% +$6.71K ﹤0.01% 536
2018
Q1 		$4K Hold
103
– – ﹤0.01% 602
2017
Q4 		$4K Buy
+103
New +$3.94K ﹤0.01% 618
2017
Q3 		– Sell
-1,200
Closed -$47K – 979
2017
Q2 		$47K Hold
1,200
– – 0.02% 334
2017
Q1 		$47K Sell
1,200
-800
-40% -$32.3K 0.02% 333
2016
Q4 		$76K Sell
2,000
-1,600
-44% -$59.4K 0.04% 283
2016
Q3 		$137K Buy
3,600
+400
+13% +$17.8K 0.06% 213
2016
Q2 		$139K Buy
+3,200
New +$142K 0.07% 191

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return