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Regent Peak Wealth Advisors’s Viatris VTRS Stock Holding History

Regent Peak 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
Q1 		– Sell
-1,719
Closed -$32K – 982
2020
Q4 		$32K Buy
+1,719
New +$28K 0.01% 372

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Regent Peak Wealth Advisors's VTRS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 1,719 shares — an estimated $32K sold.

Regent Peak Wealth Advisors first reported a position in VTRS in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,719 Viatris shares in Q1 2021, an estimated $32K.
  • Regent Peak Wealth Advisors first reported a position in Viatris in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Viatris position peaked at $32K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.