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Schneider Downs Wealth Management Advisors’s Viatris VTRS Stock Holding History

Schneider Downs Wealth Management 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
Q4 		– Sell
-10,044
Closed -$86K – 155
2022
Q3 		$86K Hold
10,044
– – 0.03% 131
2022
Q2 		$105K Sell
10,044
-220
-2% -$2.41K 0.03% 140
2022
Q1 		$112K Buy
+10,264
New +$135K 0.03% 148

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VTRS Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Viatris (VTRS) in Q4 2022, closing a stake of 10,044 shares — an estimated $86K sold.

Schneider Downs Wealth Management Advisors first reported a position in VTRS in Q1 2022 and held it in 3 quarters. The position peaked at $112K in Q1 2022. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 10,044 Viatris shares in Q4 2022, an estimated $86K.
  • Schneider Downs Wealth Management Advisors first reported a position in Viatris in Q1 2022 and held it in 3 quarters.
  • Schneider Downs Wealth Management Advisors's Viatris position peaked at $112K in Q1 2022.
  • 1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.