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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SFMG Wealth Advisors's VTRS Position: Q3 2018 in Review

SFMG Wealth Advisors sold out of Viatris (VTRS) in Q3 2018, closing a stake of 15,800 shares — an estimated $571K sold.

SFMG Wealth Advisors first reported a position in VTRS in Q2 2013 and held it in 10 quarters. The position peaked at $1.03M in Q4 2014. 510 funds tracked by Wall St. Rank hold VTRS as of Q3 2018.

SFMG Wealth Advisors reported no remaining Viatris position as of Q3 2018 after selling out during the quarter.
SFMG Wealth Advisors sold 15,800 Viatris shares in Q3 2018, an estimated $571K.
SFMG Wealth Advisors first reported a position in Viatris in Q2 2013 and held it in 10 quarters.
SFMG Wealth Advisors's Viatris position peaked at $1.03M in Q4 2014.
510 funds tracked by Wall St. Rank held Viatris as of Q3 2018.

Based on SFMG Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.