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MPS Loria Financial Planners’s Viatris VTRS Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-351
Closed -$4K – 554
2021
Q1 		$4K Sell
351
-172
-33% -$2.8K ﹤0.01% 378
2020
Q4 		$10K Buy
+523
New +$8.53K ﹤0.01% 303

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MPS Loria Financial Planners's VTRS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Viatris (VTRS) in Q2 2021, closing a stake of 351 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in VTRS in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 1,043 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 351 Viatris shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in Viatris in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Viatris position peaked at $10K in Q4 2020.
  • 1,043 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.