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Sutton Wealth Advisors’s Viatris VTRS Stock Holding History

Sutton Wealth Advisors’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
Q3 		$8.67K Buy
879
+69
+9% +$718 ﹤0.01% 503
2023
Q2 		$8.08K Sell
810
-93
-10% -$888 ﹤0.01% 493
2023
Q1 		$8.69K Sell
903
-1,041
-54% -$11.5K ﹤0.01% 448
2022
Q4 		$21.6K Sell
1,944
-114
-6% -$1.19K 0.01% 665
2022
Q3 		$17.5K Sell
2,058
-173
-8% -$1.7K 0.01% 705
2022
Q2 		$23.4K Buy
2,231
+9
+0.4% +$99 0.01% 620
2022
Q1 		$24.2K Buy
2,222
+51
+2% +$672 0.01% 650
2021
Q4 		$29.4K Sell
2,171
-189
-8% -$2.52K 0.01% 589
2021
Q3 		$32K Sell
2,360
-16
-0.7% -$227 0.01% 533
2021
Q2 		$34K Buy
2,376
+44
+2% +$637 0.01% 533
2021
Q1 		$32.6K Sell
2,332
-160
-6% -$2.61K 0.01% 524
2020
Q4 		$46.7K Buy
+2,492
New +$40.6K 0.02% 371

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's VTRS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Viatris (VTRS) stake by 8.5% in Q3 2023, buying an estimated $718 and bringing the position to 879 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Sutton Wealth Advisors first reported a position in VTRS in Q4 2020 and has held it in 12 quarters since. The position peaked at $46.7K in Q4 2020. 961 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Sutton Wealth Advisors held 879 shares of Viatris worth $8.67K as of Q3 2023.
  • Sutton Wealth Advisors bought 69 Viatris shares in Q3 2023, an estimated $718.
  • Viatris made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #503 holding.
  • Sutton Wealth Advisors first reported a position in Viatris in Q4 2020 and has held it in 12 quarters since.
  • Sutton Wealth Advisors's Viatris position peaked at $46.7K in Q4 2020.
  • 961 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.