Summit Wealth & Retirement Planning’s Viatris VTRS Stock Holding History

Summit Wealth & Retirement Planning’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 Q4	–	Sell	-23,748	Closed	-$322K	–	97
2021 Q3	$322K	Sell	23,748 -3,599	-13%	-$51.1K	0.12%	72
2021 Q2	$391K	Sell	27,347 -1,600	-6%	-$23.1K	0.14%	67
2021 Q1	$404K	Sell	28,947 -415	-1%	-$6.76K	0.15%	75
2020 Q4	$550K	Sell	29,362 -523	-2%	-$8.53K	0.21%	76
2020 Q3	$443K	Sell	29,885 -7,850	-21%	-$125K	0.19%	77
2020 Q2	$607K	Sell	37,735 -1,950	-5%	-$31.6K	0.28%	65
2020 Q1	$592K	Sell	39,685 -800	-2%	-$15.3K	0.32%	61
2019 Q4	$814K	Buy	40,485 +920	+2%	+$17.1K	0.36%	59
2019 Q3	$783K	Buy	39,565 +1,650	+4%	+$32.4K	0.47%	50
2019 Q2	$722K	Buy	+37,915	New	+$838K	0.42%	56

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 & Retirement Planning's VTRS Position: Q4 2021 in Review

Summit Wealth & Retirement Planning sold out of Viatris (VTRS) in Q4 2021, closing a stake of 23,748 shares — an estimated $322K sold.

Summit Wealth & Retirement Planning first reported a position in VTRS in Q2 2019 and held it in 10 quarters. The position peaked at $814K in Q4 2019. 1,071 funds tracked by Wall St. Rank hold VTRS as of Q4 2021.

Summit Wealth & Retirement Planning reported no remaining Viatris position as of Q4 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 23,748 Viatris shares in Q4 2021, an estimated $322K.
Summit Wealth & Retirement Planning first reported a position in Viatris in Q2 2019 and held it in 10 quarters.
Summit Wealth & Retirement Planning's Viatris position peaked at $814K in Q4 2019.
1,071 funds tracked by Wall St. Rank held Viatris as of Q4 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2021, filed 3 Feb 2022.