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RBA Wealth Management’s Viatris VTRS Stock Holding History

RBA Wealth Management’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
2019
Q4 		– Sell
-101,812
Closed -$2.01M – 104
2019
Q3 		$2.01M Buy
101,812
+3,781
+4% +$74.1K 1.54% 34
2019
Q2 		$1.87M Buy
+98,031
New +$2.17M 1.44% 40

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

RBA Wealth Management's VTRS Position: Q4 2019 in Review

RBA Wealth Management sold out of Viatris (VTRS) in Q4 2019, closing a stake of 101,812 shares — an estimated $2.01M sold.

RBA Wealth Management first reported a position in VTRS in Q2 2019 and held it in 2 quarters. The position peaked at $2.01M in Q3 2019. 467 funds tracked by Wall St. Rank hold VTRS as of Q4 2019.

  • RBA Wealth Management reported no remaining Viatris position as of Q4 2019 after selling out during the quarter.
  • RBA Wealth Management sold 101,812 Viatris shares in Q4 2019, an estimated $2.01M.
  • RBA Wealth Management first reported a position in Viatris in Q2 2019 and held it in 2 quarters.
  • RBA Wealth Management's Viatris position peaked at $2.01M in Q3 2019.
  • 467 funds tracked by Wall St. Rank held Viatris as of Q4 2019.

Based on RBA Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.