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ShoreHaven Wealth Partners’s Viatris VTRS Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-258
Closed -$4K – 250
2021
Q1 		$4K Hold
258
– – ﹤0.01% 229
2020
Q4 		$5K Buy
+258
New +$4.21K ﹤0.01% 198

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Macquarie Group
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DSA
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LCM
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Geode Capital Management
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DM
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Bank of New York Mellon
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ShoreHaven Wealth Partners's VTRS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Viatris (VTRS) in Q2 2021, closing a stake of 258 shares — an estimated $4K sold.

ShoreHaven Wealth Partners first reported a position in VTRS in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 1,044 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 258 Viatris shares in Q2 2021, an estimated $4K.
  • ShoreHaven Wealth Partners first reported a position in Viatris in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Viatris position peaked at $5K in Q4 2020.
  • 1,044 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.