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Selective Wealth Management’s Viatris VTRS Stock Holding History

Selective Wealth Management’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
-580
Closed -$5K – 717
2022
Q3 		$5K Sell
580
-247
-30% -$2.43K ﹤0.01% 604
2022
Q2 		$9K Sell
827
-37
-4% -$406 ﹤0.01% 575
2022
Q1 		$9K Sell
864
-198
-19% -$2.61K ﹤0.01% 547
2021
Q4 		$14K Sell
1,062
-46
-4% -$614 0.01% 459
2021
Q3 		$15K Sell
1,108
-294
-21% -$4.17K 0.01% 396
2021
Q2 		$20K Sell
1,402
-373
-21% -$5.4K 0.02% 279
2021
Q1 		$25K Buy
1,775
+523
+42% +$8.52K 0.02% 178
2020
Q4 		$23K Buy
+1,252
New +$20.4K 0.01% 173

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

Selective Wealth Management's VTRS Position: Q4 2022 in Review

Selective Wealth Management sold out of Viatris (VTRS) in Q4 2022, closing a stake of 580 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in VTRS in Q4 2020 and held it in 8 quarters. The position peaked at $25K in Q1 2021. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

  • Selective Wealth Management reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 580 Viatris shares in Q4 2022, an estimated $5K.
  • Selective Wealth Management first reported a position in Viatris in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's Viatris position peaked at $25K in Q1 2021.
  • 1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.