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New England Professional Planning Group’s Viatris VTRS Stock Holding History

New England Professional Planning Group’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
-10,735
Closed -$146K – 60
2021
Q1 		$146K Sell
10,735
-1,161
-10% -$18.9K 0.09% 53
2020
Q4 		$217K Buy
+11,896
New +$194K 0.15% 37

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

New England Professional Planning Group's VTRS Position: Q2 2021 in Review

New England Professional Planning Group sold out of Viatris (VTRS) in Q2 2021, closing a stake of 10,735 shares — an estimated $146K sold.

New England Professional Planning Group first reported a position in VTRS in Q4 2020 and held it in 2 quarters. The position peaked at $217K in Q4 2020. 1,043 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • New England Professional Planning Group reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
  • New England Professional Planning Group sold 10,735 Viatris shares in Q2 2021, an estimated $146K.
  • New England Professional Planning Group first reported a position in Viatris in Q4 2020 and held it in 2 quarters.
  • New England Professional Planning Group's Viatris position peaked at $217K in Q4 2020.
  • 1,043 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on New England Professional Planning Group's 13F filing for Q2 2021, filed 16 Aug 2021.