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Prospera Financial Services’s Viatris VTRS Stock Holding History

Prospera Financial Services’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
-3,995
Closed -$42K – 1575
2022
Q2 		$42K Sell
3,995
-1,741
-30% -$19.1K ﹤0.01% 1071
2022
Q1 		$62K Buy
+5,736
New +$75.6K ﹤0.01% 1275
2021
Q3 		– Sell
-12,915
Closed -$186K – 858
2021
Q2 		$186K Sell
12,915
-4,340
-25% -$62.8K 0.01% 764
2021
Q1 		$241K Sell
17,255
-2,352
-12% -$38.3K 0.01% 675
2020
Q4 		$368K Buy
19,607
+19,384
+8,692% +$316K 0.03% 486
2020
Q3 		$3K Buy
+223
New +$3.56K ﹤0.01% 1416

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
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

Prospera Financial Services's VTRS Position: Q3 2022 in Review

Prospera Financial Services sold out of Viatris (VTRS) in Q3 2022, closing a stake of 3,995 shares — an estimated $42K sold.

Prospera Financial Services first reported a position in VTRS in Q3 2020 and held it in 6 quarters. The position peaked at $368K in Q4 2020. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

  • Prospera Financial Services reported no remaining Viatris position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,995 Viatris shares in Q3 2022, an estimated $42K.
  • Prospera Financial Services first reported a position in Viatris in Q3 2020 and held it in 6 quarters.
  • Prospera Financial Services's Viatris position peaked at $368K in Q4 2020.
  • 980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.