SFA
VTRS icon

Semmax Financial Advisors’s Viatris VTRS Stock Holding History

Semmax Financial 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
2025
Q2 		$1.7K Hold
175
– – ﹤0.01% 355
2025
Q1 		$1.53K Hold
175
– – ﹤0.01% 335
2024
Q4 		$1.89K Hold
175
– – ﹤0.01% 294
2024
Q3 		$2.26K Hold
175
– – ﹤0.01% 294
2024
Q2 		$2.02K Hold
175
– – ﹤0.01% 328
2024
Q1 		$1.99K Sell
175
-4
-2% -$48 ﹤0.01% 304
2023
Q4 		$2.14K Hold
179
– – ﹤0.01% 310
2023
Q3 		$1.6K Buy
+179
New +$1.86K ﹤0.01% 284
2022
Q4 		$2K Hold
194
– – ﹤0.01% 239
2022
Q3 		$2K Sell
194
-5
-3% -$49 ﹤0.01% 223
2022
Q2 		$2K Sell
199
-77
-28% -$844 ﹤0.01% 224
2022
Q1 		$3K Sell
276
-164
-37% -$2.16K ﹤0.01% 234
2021
Q4 		$6K Buy
440
+2
+0.5% +$27 ﹤0.01% 202
2021
Q3 		$6K Buy
438
+1
+0.2% +$14 ﹤0.01% 193
2021
Q2 		$6K Sell
437
-258
-37% -$3.73K ﹤0.01% 193
2021
Q1 		$10K Sell
695
-14,448
-95% -$235K ﹤0.01% 188
2020
Q4 		$284K Buy
15,143
+14,997
+10,272% +$245K 0.12% 96
2020
Q3 		$2K Hold
146
– – ﹤0.01% 217
2020
Q2 		$2K Hold
146
– – ﹤0.01% 238
2020
Q1 		$2K Hold
146
– – ﹤0.01% 238
2019
Q4 		$3K Hold
146
– – ﹤0.01% 247
2019
Q3 		$3K Hold
146
– – ﹤0.01% 244
2019
Q2 		$3K Buy
+146
New +$3.23K ﹤0.01% 272

Other funds holding VTRS

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return