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Tilia Fiduciary Partners’s Viatris VTRS Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-3
Closed -$30 – 492
2023
Q2 		$30 Buy
+3
New +$29 ﹤0.01% 529
2022
Q2 		– Sell
-28
Closed – – 556
2022
Q1 		$0 Hold
28
– – ﹤0.01% 575
2021
Q4 		$0 Buy
+28
New +$374 ﹤0.01% 558

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BlackRock
BlackRock New York $5.72T 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
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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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

Tilia Fiduciary Partners's VTRS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Viatris (VTRS) in Q3 2023, closing a stake of 3 shares — an estimated $30 sold.

Tilia Fiduciary Partners first reported a position in VTRS in Q4 2021 and held it in 3 quarters. The position peaked at $30 in Q2 2023. 961 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 3 Viatris shares in Q3 2023, an estimated $30.
  • Tilia Fiduciary Partners first reported a position in Viatris in Q4 2021 and held it in 3 quarters.
  • Tilia Fiduciary Partners's Viatris position peaked at $30 in Q2 2023.
  • 961 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.