The Family Firm’s Viatris VTRS Stock Holding History

The Family Firm’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	-501	Closed	-$5.33K	–	831
2024 Q2	$5.33K	Buy	+501	New	+$5.54K	﹤0.01%	734

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

The Family Firm's VTRS Position: Q3 2024 in Review

The Family Firm sold out of Viatris (VTRS) in Q3 2024, closing a stake of 501 shares — an estimated $5.33K sold.

The Family Firm first reported a position in VTRS in Q2 2024 and held it in 1 quarter. The position peaked at $5.33K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

The Family Firm reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 501 Viatris shares in Q3 2024, an estimated $5.33K.
The Family Firm first reported a position in Viatris in Q2 2024 and held it in 1 quarter.
The Family Firm's Viatris position peaked at $5.33K in Q2 2024.
1,001 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.