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SYSTM Wealth Solutions’s Viatris VTRS Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-19,435
Closed -$207K – 622
2024
Q2 		$207K Buy
19,435
+110
+0.6% +$1.22K 0.05% 186
2024
Q1 		$231K Sell
19,325
-816
-4% -$9.83K 0.03% 378
2023
Q4 		$218K Hold
20,141
– – 0.03% 371
2023
Q3 		$199K Sell
20,141
-62
-0.3% -$646 0.03% 442
2023
Q2 		$202K Buy
20,203
+7,378
+58% +$70.5K 0.03% 464
2023
Q1 		$123K Buy
12,825
+290
+2% +$3.22K 0.02% 457
2022
Q4 		$140K Buy
+12,535
New +$131K 0.02% 511

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
State Street
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
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
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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

SYSTM Wealth Solutions's VTRS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Viatris (VTRS) in Q3 2024, closing a stake of 19,435 shares — an estimated $207K sold.

SYSTM Wealth Solutions first reported a position in VTRS in Q4 2022 and held it in 7 quarters. The position peaked at $231K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 19,435 Viatris shares in Q3 2024, an estimated $207K.
  • SYSTM Wealth Solutions first reported a position in Viatris in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Viatris position peaked at $231K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.