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Shorepoint Capital Partners’s Viatris VTRS Stock Holding History

Shorepoint Capital 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
2023
Q2 		– Sell
-17,336
Closed -$167K – 125
2023
Q1 		$167K Buy
17,336
+1,048
+6% +$11.6K 0.05% 121
2022
Q4 		$181K Buy
+16,288
New +$170K 0.05% 138

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DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Shorepoint Capital Partners's VTRS Position: Q2 2023 in Review

Shorepoint Capital Partners sold out of Viatris (VTRS) in Q2 2023, closing a stake of 17,336 shares — an estimated $167K sold.

Shorepoint Capital Partners first reported a position in VTRS in Q4 2022 and held it in 2 quarters. The position peaked at $181K in Q4 2022. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

  • Shorepoint Capital Partners reported no remaining Viatris position as of Q2 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 17,336 Viatris shares in Q2 2023, an estimated $167K.
  • Shorepoint Capital Partners first reported a position in Viatris in Q4 2022 and held it in 2 quarters.
  • Shorepoint Capital Partners's Viatris position peaked at $181K in Q4 2022.
  • 986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Shorepoint Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.