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River Wealth Advisors’s Viatris VTRS Stock Holding History

River 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
2020
Q2 		– Sell
-10,550
Closed -$157K – 182
2020
Q1 		$157K Sell
10,550
-895
-8% -$17.1K 0.06% 153
2019
Q4 		$230K Sell
11,445
-6,276
-35% -$117K 0.08% 153
2019
Q3 		$351K Sell
17,721
-2,535
-13% -$49.7K 0.13% 131
2019
Q2 		$386K Sell
20,256
-2,410
-11% -$53.3K 0.15% 126
2019
Q1 		$642K Sell
22,666
-1,593
-7% -$46.5K 0.27% 96
2018
Q4 		$665K Sell
24,259
-14,022
-37% -$454K 0.3% 87
2018
Q3 		$1.4M Sell
38,281
-1,892
-5% -$71K 0.52% 63
2018
Q2 		$1.45M Sell
40,173
-4,619
-10% -$181K 0.56% 59
2018
Q1 		$1.84M Sell
44,792
-575
-1% -$24.5K 0.78% 44
2017
Q4 		$1.92M Sell
45,367
-5,875
-11% -$225K 0.8% 44
2017
Q3 		$1.61M Sell
51,242
-267
-0.5% -$9.06K 0.73% 50
2017
Q2 		$2M Buy
51,509
+250
+0.5% +$9.59K 0.93% 38
2017
Q1 		$2M Buy
51,259
+1,000
+2% +$40.3K 0.97% 36
2016
Q4 		$1.92M Sell
50,259
-22,641
-31% -$841K 0.97% 34
2016
Q3 		$2.78M Buy
72,900
+2,355
+3% +$105K 1.54% 15
2016
Q2 		$3.05M Buy
70,545
+1,790
+3% +$79.2K 1.75% 8
2016
Q1 		$3.19M Buy
68,755
+2,811
+4% +$136K 1.9% 5
2015
Q4 		$3.57M Sell
65,944
-2,866
-4% -$138K 2.26% 5
2015
Q3 		$2.77M Buy
68,810
+1,037
+2% +$57.8K 1.9% 6
2015
Q2 		$4.6M Sell
67,773
-1,143
-2% -$80.8K 2.92% 4
2015
Q1 		$4.09M Buy
+68,916
New +$3.93M 2.53% 5

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

River Wealth Advisors's VTRS Position: Q2 2020 in Review

River Wealth Advisors sold out of Viatris (VTRS) in Q2 2020, closing a stake of 10,550 shares — an estimated $157K sold.

River Wealth Advisors first reported a position in VTRS in Q1 2015 and held it in 21 quarters. The position peaked at $4.6M in Q2 2015. 440 funds tracked by Wall St. Rank hold VTRS as of Q2 2020.

  • River Wealth Advisors reported no remaining Viatris position as of Q2 2020 after selling out during the quarter.
  • River Wealth Advisors sold 10,550 Viatris shares in Q2 2020, an estimated $157K.
  • River Wealth Advisors first reported a position in Viatris in Q1 2015 and held it in 21 quarters.
  • River Wealth Advisors's Viatris position peaked at $4.6M in Q2 2015.
  • 440 funds tracked by Wall St. Rank held Viatris as of Q2 2020.

Based on River Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.