Simplicity Wealth’s Viatris VTRS Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-13,798	Closed	-$147K	–	1206
2024 Q2	$147K	Sell	13,798 -126	-0.9%	-$1.39K	﹤0.01%	1144
2024 Q1	$166K	Buy	+13,924	New	+$168K	﹤0.01%	1083

Other funds holding VTRS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Simplicity Wealth's VTRS Position: Q3 2024 in Review

Simplicity Wealth sold out of Viatris (VTRS) in Q3 2024, closing a stake of 13,798 shares — an estimated $147K sold.

Simplicity Wealth first reported a position in VTRS in Q1 2024 and held it in 2 quarters. The position peaked at $166K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

Simplicity Wealth reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 13,798 Viatris shares in Q3 2024, an estimated $147K.
Simplicity Wealth first reported a position in Viatris in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Viatris position peaked at $166K in Q1 2024.
1,000 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.