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Sowa Financial Group’s Viatris VTRS Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-1,147
Closed -$21K – 223
2020
Q4 		$21K Buy
1,147
+147
+15% +$2.4K 0.01% 184
2020
Q3 		$15K Hold
1,000
– – 0.01% 203
2020
Q2 		$16K Hold
1,000
– – 0.01% 193
2020
Q1 		$15K Hold
1,000
– – 0.01% 178
2019
Q4 		$20K Buy
+1,000
New +$18.6K 0.02% 175

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State Street
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Macquarie Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Sowa Financial Group's VTRS Position: Q1 2021 in Review

Sowa Financial Group sold out of Viatris (VTRS) in Q1 2021, closing a stake of 1,147 shares — an estimated $21K sold.

Sowa Financial Group first reported a position in VTRS in Q4 2019 and held it in 5 quarters. The position peaked at $21K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Sowa Financial Group reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 1,147 Viatris shares in Q1 2021, an estimated $21K.
  • Sowa Financial Group first reported a position in Viatris in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Viatris position peaked at $21K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.