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Northwest Financial Advisors’s Viatris VTRS Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-302
Closed -$3.51K – 537
2024
Q3 		$3.51K Buy
+302
New +$3.48K ﹤0.01% 466
2024
Q1 		– Sell
-324
Closed -$3.51K – 521
2023
Q4 		$3.51K Buy
+324
New +$3.1K ﹤0.01% 459

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Financial Advisors's VTRS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Viatris (VTRS) in Q4 2024, closing a stake of 302 shares — an estimated $3.51K sold.

Northwest Financial Advisors first reported a position in VTRS in Q4 2023 and held it in 2 quarters. The position peaked at $3.51K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 302 Viatris shares in Q4 2024, an estimated $3.51K.
  • Northwest Financial Advisors first reported a position in Viatris in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Viatris position peaked at $3.51K in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.