SBIA
VTRS icon

Sheaff Brock Investment Advisors’s Viatris VTRS Stock Holding History

Sheaff Brock Investment 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
2021
Q1 		– Sell
-10,672
Closed -$200K – 526
2020
Q4 		$200K Buy
+10,672
New +$174K 0.02% 430
2017
Q4 		– Sell
-6,405
Closed -$201K – 571
2017
Q3 		$201K Buy
6,405
+1,000
+19% +$33.9K 0.03% 487
2017
Q2 		$210K Buy
+5,405
New +$207K 0.03% 496
2017
Q1 		– Sell
-7,205
Closed -$275K – 640
2016
Q4 		$275K Buy
+7,205
New +$268K 0.03% 433

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Sheaff Brock Investment Advisors's VTRS Position: Q1 2021 in Review

Sheaff Brock Investment Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 10,672 shares — an estimated $200K sold.

Sheaff Brock Investment Advisors first reported a position in VTRS in Q4 2016 and held it in 4 quarters. The position peaked at $275K in Q4 2016. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Sheaff Brock Investment Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,672 Viatris shares in Q1 2021, an estimated $200K.
  • Sheaff Brock Investment Advisors first reported a position in Viatris in Q4 2016 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Viatris position peaked at $275K in Q4 2016.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2021, filed 11 May 2021.