SHWM
VTRS icon

Smith & Howard Wealth Management’s Viatris VTRS Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-3,550
Closed -$154K – 211
2013
Q4 		$154K Buy
3,550
+840
+31% +$34.5K 0.08% 56
2013
Q3 		$103K Buy
+2,710
New +$95.4K 0.06% 66

Other funds holding VTRS

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smith & Howard Wealth Management's VTRS Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Viatris (VTRS) in Q1 2014, closing a stake of 3,550 shares — an estimated $154K sold.

Smith & Howard Wealth Management first reported a position in VTRS in Q3 2013 and held it in 2 quarters. The position peaked at $154K in Q4 2013. 637 funds tracked by Wall St. Rank hold VTRS as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Viatris position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 3,550 Viatris shares in Q1 2014, an estimated $154K.
  • Smith & Howard Wealth Management first reported a position in Viatris in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Viatris position peaked at $154K in Q4 2013.
  • 637 funds tracked by Wall St. Rank held Viatris as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.