TWP
VTRS icon

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 $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCM
Laurion Capital Management New York $1.07B AUM 75.73% 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 $718M AUM 8.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return