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Rockefeller Financial Services’s Viatris VTRS Stock Holding History

Rockefeller Financial Services’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
2014
Q3 		– Sell
-106
Closed -$5K – 589
2014
Q2 		$5K Buy
+106
New +$5.21K ﹤0.01% 529

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PC
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BFA
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BIT
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Bank of Montreal
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Bank of America
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Rockefeller Financial Services's VTRS Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Viatris (VTRS) in Q3 2014, closing a stake of 106 shares — an estimated $5K sold.

Rockefeller Financial Services first reported a position in VTRS in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 629 funds tracked by Wall St. Rank hold VTRS as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Viatris position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 106 Viatris shares in Q3 2014, an estimated $5K.
  • Rockefeller Financial Services first reported a position in Viatris in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Viatris position peaked at $5K in Q2 2014.
  • 629 funds tracked by Wall St. Rank held Viatris as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.