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Spartan Planning & Wealth Management’s Viatris VTRS Stock Holding History

Spartan Planning & 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
2023
Q4 		$736 Hold
68
– – ﹤0.01% 175
2023
Q3 		$670 Buy
+68
New +$708 ﹤0.01% 118
2022
Q4 		$757 Hold
68
– – ﹤0.01% 138
2022
Q3 		$1K Hold
68
– – ﹤0.01% 69
2022
Q2 		$1K Hold
68
– – ﹤0.01% 85
2022
Q1 		$1K Buy
+68
New +$896 ﹤0.01% 131

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spartan Planning & Wealth Management's VTRS Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its Viatris (VTRS) position steady in Q4 2023 at 68 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Spartan Planning & Wealth Management first reported a position in VTRS in Q1 2022 and has held it in 6 quarters since. The position peaked at $1K in Q3 2022. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

  • Spartan Planning & Wealth Management held 68 shares of Viatris worth $736 as of Q4 2023.
  • Spartan Planning & Wealth Management left its Viatris share count unchanged in Q4 2023.
  • Viatris made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #175 holding.
  • Spartan Planning & Wealth Management first reported a position in Viatris in Q1 2022 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's Viatris position peaked at $1K in Q3 2022.
  • 1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.