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Planned Solutions’s Viatris VTRS Stock Holding History

Planned Solutions’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
Q4 		– Sell
-203
Closed -$2.36K – 631
2024
Q3 		$2.36K Buy
+203
New +$2.34K ﹤0.01% 542
2024
Q1 		– Sell
-191
Closed -$2.07K – 547
2023
Q4 		$2.07K Buy
+191
New +$1.83K ﹤0.01% 505
2021
Q1 		– Sell
-1,107
Closed -$21K – 404
2020
Q4 		$21K Buy
+1,107
New +$18.1K 0.02% 281

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planned Solutions's VTRS Position: Q4 2024 in Review

Planned Solutions sold out of Viatris (VTRS) in Q4 2024, closing a stake of 203 shares — an estimated $2.36K sold.

Planned Solutions first reported a position in VTRS in Q4 2020 and held it in 3 quarters. The position peaked at $21K in Q4 2020. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Planned Solutions reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 203 Viatris shares in Q4 2024, an estimated $2.36K.
  • Planned Solutions first reported a position in Viatris in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Viatris position peaked at $21K in Q4 2020.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.