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TFO Wealth Partners’s Viatris VTRS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-16
Closed -$191 – 733
2024
Q1 		$191 Sell
16
-3,279
-100% -$39.5K ﹤0.01% 503
2023
Q4 		$35.7K Sell
3,295
-57
-2% -$546 0.01% 63
2023
Q3 		$33.5K Buy
3,352
+23
+0.7% +$239 0.01% 112
2023
Q2 		$33.2K Buy
3,329
+3,293
+9,147% +$31.5K 0.01% 102
2023
Q1 		$346 Buy
36
+33
+1,100% +$366 ﹤0.01% 335
2022
Q4 		$95 Sell
3
-17
-85% -$178 ﹤0.01% 782
2022
Q3 		$0 Hold
20
– – ﹤0.01% 491
2022
Q2 		$0 Hold
20
– – ﹤0.01% 515
2022
Q1 		$0 Hold
20
– – ﹤0.01% 171
2021
Q4 		$0 Sell
20
-15
-43% -$200 ﹤0.01% 198
2021
Q3 		$0 Buy
35
+15
+75% +$213 ﹤0.01% 185
2021
Q2 		$0 Hold
20
– – ﹤0.01% 189
2021
Q1 		$0 Hold
20
– – ﹤0.01% 180
2020
Q4 		$0 Buy
+20
New +$326 ﹤0.01% 171

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

TFO Wealth Partners's VTRS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Viatris (VTRS) in Q2 2024, closing a stake of 16 shares — an estimated $191 sold.

TFO Wealth Partners first reported a position in VTRS in Q4 2020 and held it in 14 quarters. The position peaked at $35.7K in Q4 2023. 995 funds tracked by Wall St. Rank hold VTRS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Viatris position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 16 Viatris shares in Q2 2024, an estimated $191.
  • TFO Wealth Partners first reported a position in Viatris in Q4 2020 and held it in 14 quarters.
  • TFO Wealth Partners's Viatris position peaked at $35.7K in Q4 2023.
  • 995 funds tracked by Wall St. Rank held Viatris as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.