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Phoenix Wealth Advisors’s Viatris VTRS Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-471
Closed -$6K – 350
2021
Q3 		$6K Hold
471
– – ﹤0.01% 330
2021
Q2 		$7K Sell
471
-314
-40% -$4.54K 0.01% 317
2021
Q1 		$11K Hold
785
– – 0.01% 292
2020
Q4 		$15K Buy
+785
New +$12.8K 0.01% 280

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Phoenix Wealth Advisors's VTRS Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Viatris (VTRS) in Q4 2021, closing a stake of 471 shares — an estimated $6K sold.

Phoenix Wealth Advisors first reported a position in VTRS in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 1,071 funds tracked by Wall St. Rank hold VTRS as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Viatris position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 471 Viatris shares in Q4 2021, an estimated $6K.
  • Phoenix Wealth Advisors first reported a position in Viatris in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Viatris position peaked at $15K in Q4 2020.
  • 1,071 funds tracked by Wall St. Rank held Viatris as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.