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Tempus Wealth Planning’s Viatris VTRS Stock Holding History

Tempus Wealth 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
2022
Q1 		– Sell
-45,558
Closed -$616K – 153
2021
Q4 		$616K Buy
45,558
+861
+2% +$11.5K 0.33% 80
2021
Q3 		$606K Buy
44,697
+3,464
+8% +$49.1K 0.34% 78
2021
Q2 		$589K Buy
41,233
+4,471
+12% +$64.7K 0.39% 74
2021
Q1 		$514K Buy
36,762
+10,319
+39% +$168K 0.54% 46
2020
Q4 		$496K Buy
+26,443
New +$431K 0.64% 31

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Tempus Wealth Planning's VTRS Position: Q1 2022 in Review

Tempus Wealth Planning sold out of Viatris (VTRS) in Q1 2022, closing a stake of 45,558 shares — an estimated $616K sold.

Tempus Wealth Planning first reported a position in VTRS in Q4 2020 and held it in 5 quarters. The position peaked at $616K in Q4 2021. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

  • Tempus Wealth Planning reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
  • Tempus Wealth Planning sold 45,558 Viatris shares in Q1 2022, an estimated $616K.
  • Tempus Wealth Planning first reported a position in Viatris in Q4 2020 and held it in 5 quarters.
  • Tempus Wealth Planning's Viatris position peaked at $616K in Q4 2021.
  • 1,022 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Tempus Wealth Planning's 13F filing for Q1 2022, filed 6 May 2022.