Omnia Family Wealth’s Viatris VTRS Stock Holding History

Omnia 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 Q1	–	Sell	-41	Closed	-$1K	–	603
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	538
2018 Q3	$2K	Hold	41	–	–	﹤0.01%	491
2018 Q2	$1K	Hold	41	–	–	﹤0.01%	545
2018 Q1	$2K	Hold	41	–	–	﹤0.01%	490
2017 Q4	$2K	Hold	41	–	–	﹤0.01%	506
2017 Q3	$1K	Sell	41 -108	-72%	-$3.67K	﹤0.01%	603
2017 Q2	$6K	Hold	149	–	–	﹤0.01%	368
2017 Q1	$6K	Hold	149	–	–	﹤0.01%	355
2016 Q4	$6K	Buy	+149	New	+$5.54K	﹤0.01%	355

Other funds holding VTRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Omnia Family Wealth's VTRS Position: Q1 2019 in Review

Omnia Family Wealth sold out of Viatris (VTRS) in Q1 2019, closing a stake of 41 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in VTRS in Q4 2016 and held it in 9 quarters. The position peaked at $6K in Q2 2017. 474 funds tracked by Wall St. Rank hold VTRS as of Q1 2019.

Omnia Family Wealth reported no remaining Viatris position as of Q1 2019 after selling out during the quarter.
Omnia Family Wealth sold 41 Viatris shares in Q1 2019, an estimated $1K.
Omnia Family Wealth first reported a position in Viatris in Q4 2016 and held it in 9 quarters.
Omnia Family Wealth's Viatris position peaked at $6K in Q2 2017.
474 funds tracked by Wall St. Rank held Viatris as of Q1 2019.

Based on Omnia Family Wealth's 13F filing for Q1 2019, filed 15 May 2019.