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Squar Milner Financial Services’s Viatris VTRS Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-394
Closed -$14K – 866
2018
Q2 		$14K Buy
+394
New +$15.5K 0.01% 533

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Squar Milner Financial Services's VTRS Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Viatris (VTRS) in Q3 2018, closing a stake of 394 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in VTRS in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 511 funds tracked by Wall St. Rank hold VTRS as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Viatris position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 394 Viatris shares in Q3 2018, an estimated $14K.
  • Squar Milner Financial Services first reported a position in Viatris in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Viatris position peaked at $14K in Q2 2018.
  • 511 funds tracked by Wall St. Rank held Viatris as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.