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Riverpoint Wealth Management Holdings’s Viatris VTRS Stock Holding History

Riverpoint Wealth Management Holdings’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
2023
Q1 		– Sell
-338
Closed -$3.77K – 119
2022
Q4 		$3.77K Buy
+338
New +$3.53K ﹤0.01% 100

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
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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VTRS Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Viatris (VTRS) in Q1 2023, closing a stake of 338 shares — an estimated $3.77K sold.

Riverpoint Wealth Management Holdings first reported a position in VTRS in Q4 2022 and held it in 1 quarter. The position peaked at $3.77K in Q4 2022. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 338 Viatris shares in Q1 2023, an estimated $3.77K.
  • Riverpoint Wealth Management Holdings first reported a position in Viatris in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Viatris position peaked at $3.77K in Q4 2022.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.