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Regal Investment Advisors’s Viatris VTRS Stock Holding History

Regal Investment 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
Q1 		– Sell
-17,704
Closed -$332K – 426
2020
Q4 		$332K Buy
+17,704
New +$289K 0.04% 342
2015
Q4 		– Sell
-2,500
Closed -$100K – 874
2015
Q3 		$100K Hold
2,500
– – 0.03% 342
2015
Q2 		$169K Hold
2,500
– – 0.05% 267
2015
Q1 		$148K Buy
+2,500
New +$143K 0.04% 285
2014
Q1 		– Sell
-446
Closed -$19K – 943
2013
Q4 		$19K Buy
+446
New +$18.3K 0.01% 467

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Regal Investment Advisors's VTRS Position: Q1 2021 in Review

Regal Investment Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 17,704 shares — an estimated $332K sold.

Regal Investment Advisors first reported a position in VTRS in Q4 2013 and held it in 5 quarters. The position peaked at $332K in Q4 2020. 1,116 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Regal Investment Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 17,704 Viatris shares in Q1 2021, an estimated $332K.
  • Regal Investment Advisors first reported a position in Viatris in Q4 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Viatris position peaked at $332K in Q4 2020.
  • 1,116 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.