Toth Financial Advisory’s Viatris VTRS Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-20	Closed	-$198	–	801
2023 Q3	$198	Sell	20 -2,409	-99%	-$25.1K	﹤0.01%	742
2023 Q2	$24.2K	Buy	+2,429	New	+$23.2K	﹤0.01%	365
2022 Q3	–	Sell	-100	Closed	-$1K	–	808
2022 Q2	$1K	Sell	100 -24	-19%	-$263	﹤0.01%	677
2022 Q1	$1K	Hold	124	–	–	﹤0.01%	693
2021 Q4	$2K	Hold	124	–	–	﹤0.01%	670
2021 Q3	$2K	Hold	124	–	–	﹤0.01%	679
2021 Q2	$2K	Sell	124 -90	-42%	-$1.3K	﹤0.01%	621
2021 Q1	$3K	Sell	214 -199	-48%	-$3.24K	﹤0.01%	565
2020 Q4	$8K	Buy	+413	New	+$6.74K	﹤0.01%	432
2018 Q2	–	Sell	-19,490	Closed	-$802K	–	465
2018 Q1	$802K	Buy	19,490 +5,600	+40%	+$239K	0.2%	99
2017 Q4	$588K	Buy	+13,890	New	+$531K	0.14%	115

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toth Financial Advisory's VTRS Position: Q4 2023 in Review

Toth Financial Advisory sold out of Viatris (VTRS) in Q4 2023, closing a stake of 20 shares — an estimated $198 sold.

Toth Financial Advisory first reported a position in VTRS in Q4 2017 and held it in 11 quarters. The position peaked at $802K in Q1 2018. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

Toth Financial Advisory reported no remaining Viatris position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 20 Viatris shares in Q4 2023, an estimated $198.
Toth Financial Advisory first reported a position in Viatris in Q4 2017 and held it in 11 quarters.
Toth Financial Advisory's Viatris position peaked at $802K in Q1 2018.
1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.