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Ropes Wealth Advisors’s Viatris VTRS Stock Holding History

Ropes 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
-14,155
Closed -$265K – 778
2020
Q4 		$265K Buy
+14,155
New +$231K 0.04% 203
2017
Q2 		– Sell
-3,500
Closed -$136K – 587
2017
Q1 		$136K Buy
+3,500
New +$141K 0.04% 244

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

Ropes Wealth Advisors's VTRS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 14,155 shares — an estimated $265K sold.

Ropes Wealth Advisors first reported a position in VTRS in Q1 2017 and held it in 2 quarters. The position peaked at $265K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 14,155 Viatris shares in Q1 2021, an estimated $265K.
  • Ropes Wealth Advisors first reported a position in Viatris in Q1 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Viatris position peaked at $265K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

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