Summit Wealth Group’s Viatris VTRS Stock Holding History

Summit Wealth 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 Q3	–	Sell	-642	Closed	-$9K	–	214
2021 Q2	$9K	Hold	642	–	–	0.01%	107
2021 Q1	$9K	Buy	+642	New	+$10.5K	0.01%	105

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Summit Wealth Group's VTRS Position: Q3 2021 in Review

Summit Wealth Group sold out of Viatris (VTRS) in Q3 2021, closing a stake of 642 shares — an estimated $9K sold.

Summit Wealth Group first reported a position in VTRS in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

Summit Wealth Group reported no remaining Viatris position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 642 Viatris shares in Q3 2021, an estimated $9K.
Summit Wealth Group first reported a position in Viatris in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Viatris position peaked at $9K in Q2 2021.
1,016 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.