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Stonebridge Financial Planning Group’s Viatris VTRS Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-86
Closed -$1K – 360
2021
Q4 		$1K Hold
86
– – ﹤0.01% 398
2021
Q3 		$1K Hold
86
– – ﹤0.01% 403
2021
Q2 		$1K Sell
86
-61
-41% -$883 ﹤0.01% 416
2021
Q1 		$2K Sell
147
-80
-35% -$1.3K ﹤0.01% 410
2020
Q4 		$4K Buy
+227
New +$3.7K ﹤0.01% 372

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Stonebridge Financial Planning Group's VTRS Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Viatris (VTRS) in Q1 2022, closing a stake of 86 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in VTRS in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 86 Viatris shares in Q1 2022, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in Viatris in Q4 2020 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's Viatris position peaked at $4K in Q4 2020.
  • 1,022 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.