SWA
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SFMG Wealth Advisors’s Viatris VTRS Stock Holding History

SFMG 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
2018
Q3 		– Sell
-15,800
Closed -$571K – 158
2018
Q2 		$571K Hold
15,800
– – 0.09% 65
2018
Q1 		$650K Sell
15,800
-1,020
-6% -$43.5K 0.11% 60
2017
Q4 		$712K Buy
+16,820
New +$643K 0.12% 58
2015
Q1 		– Sell
-18,300
Closed -$1.03M – 189
2014
Q4 		$1.03M Sell
18,300
-300
-2% -$16.1K 0.23% 56
2014
Q3 		$846K Hold
18,600
– – 0.26% 33
2014
Q2 		$959K Buy
18,600
+294
+2% +$14.4K 0.33% 28
2014
Q1 		$894K Hold
18,306
– – 0.3% 29
2013
Q4 		$794K Sell
18,306
-1,998
-10% -$82.1K 0.27% 31
2013
Q3 		$775K Hold
20,304
– – 0.31% 27
2013
Q2 		$630K Buy
+20,304
New +$606K 0.25% 34

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return