Patriot Financial Group Insurance Agency’s Viatris VTRS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-422	Closed	-$4K	–	1917
2022 Q2	$4K	Sell	422 -621	-60%	-$6.81K	﹤0.01%	1587
2022 Q1	$11K	Sell	1,043 -470	-31%	-$6.19K	﹤0.01%	1333
2021 Q4	$20K	Sell	1,513 -2,087	-58%	-$27.9K	﹤0.01%	1233
2021 Q3	$49K	Sell	3,600 -1,105	-23%	-$15.7K	0.01%	875
2021 Q2	$67K	Sell	4,705 -266	-5%	-$3.85K	0.01%	745
2021 Q1	$69K	Buy	+4,971	New	+$81K	0.02%	666
2019 Q2	–	Sell	-200	Closed	-$6K	–	1472
2019 Q1	$6K	Buy	+200	New	+$5.83K	﹤0.01%	821

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 $21.8B AUM 23.45% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VTRS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Viatris (VTRS) in Q3 2022, closing a stake of 422 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in VTRS in Q1 2019 and held it in 7 quarters. The position peaked at $69K in Q1 2021. 981 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Viatris position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 422 Viatris shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Viatris in Q1 2019 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Viatris position peaked at $69K in Q1 2021.
981 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.