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San Luis Wealth Advisors’s Viatris VTRS Stock Holding History

San Luis 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
2022
Q2 		– Sell
-436
Closed -$6K – 417
2022
Q1 		$6K Buy
+436
New +$5.75K ﹤0.01% 394

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

San Luis Wealth Advisors's VTRS Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Viatris (VTRS) in Q2 2022, closing a stake of 436 shares — an estimated $6K sold.

San Luis Wealth Advisors first reported a position in VTRS in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Viatris position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 436 Viatris shares in Q2 2022, an estimated $6K.
  • San Luis Wealth Advisors first reported a position in Viatris in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Viatris position peaked at $6K in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.