Opal Wealth Advisors’s Viatris VTRS Stock Holding History

Opal Wealth 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 Q3	–	Sell	-241	Closed	-$2.56K	–	1154
2024 Q2	$2.56K	Hold	241	–	–	﹤0.01%	926
2024 Q1	$2.88K	Buy	+241	New	+$2.9K	﹤0.01%	277

Other funds holding VTRS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Opal Wealth Advisors's VTRS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Viatris (VTRS) in Q3 2024, closing a stake of 241 shares — an estimated $2.56K sold.

Opal Wealth Advisors first reported a position in VTRS in Q1 2024 and held it in 2 quarters. The position peaked at $2.88K in Q1 2024. 1,002 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

Opal Wealth Advisors reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 241 Viatris shares in Q3 2024, an estimated $2.56K.
Opal Wealth Advisors first reported a position in Viatris in Q1 2024 and held it in 2 quarters.
Opal Wealth Advisors's Viatris position peaked at $2.88K in Q1 2024.
1,002 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.