SkyOak Wealth’s Viatris VTRS Stock Holding History

SkyOak 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
2021 Q2	–	Sell	-12,343	Closed	-$166K	–	249
2021 Q1	$166K	Buy	+12,343	New	+$201K	0.05%	225

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SkyOak Wealth's VTRS Position: Q2 2021 in Review

SkyOak Wealth sold out of Viatris (VTRS) in Q2 2021, closing a stake of 12,343 shares — an estimated $166K sold.

SkyOak Wealth first reported a position in VTRS in Q1 2021 and held it in 1 quarter. The position peaked at $166K in Q1 2021. 1,043 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

SkyOak Wealth reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
SkyOak Wealth sold 12,343 Viatris shares in Q2 2021, an estimated $166K.
SkyOak Wealth first reported a position in Viatris in Q1 2021 and held it in 1 quarter.
SkyOak Wealth's Viatris position peaked at $166K in Q1 2021.
1,043 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on SkyOak Wealth's 13F filing for Q2 2021, filed 19 Jul 2021.