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Paces Ferry Wealth Advisors’s Viatris VTRS Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-308
Closed -$5K – 1082
2020
Q3 		$5K Buy
+308
New +$4.92K ﹤0.01% 534

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Capital World Investors
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LCM
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Geode Capital Management
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
DM
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Paces Ferry Wealth Advisors's VTRS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Viatris (VTRS) in Q4 2020, closing a stake of 308 shares — an estimated $5K sold.

Paces Ferry Wealth Advisors first reported a position in VTRS in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 1,206 funds tracked by Wall St. Rank hold VTRS as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Viatris position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 308 Viatris shares in Q4 2020, an estimated $5K.
  • Paces Ferry Wealth Advisors first reported a position in Viatris in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Viatris position peaked at $5K in Q3 2020.
  • 1,206 funds tracked by Wall St. Rank held Viatris as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.