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Tradition Wealth Management’s Viatris VTRS Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-451
Closed -$5K – 1176
2023
Q4 		$5K Sell
451
-57
-11% -$546 ﹤0.01% 1161
2023
Q3 		$5K Buy
508
+5
+1% +$52 ﹤0.01% 1201
2023
Q2 		$5K Sell
503
-54
-10% -$516 ﹤0.01% 1229
2023
Q1 		$5K Buy
557
+20
+4% +$222 ﹤0.01% 1170
2022
Q4 		$6K Sell
537
-7
-1% -$73 ﹤0.01% 1024
2022
Q3 		$5K Buy
544
+41
+8% +$404 ﹤0.01% 1083
2022
Q2 		$5K Sell
503
-37
-7% -$406 ﹤0.01% 970
2022
Q1 		$6K Sell
540
-38
-7% -$501 ﹤0.01% 1011
2021
Q4 		$8K Sell
578
-32
-5% -$427 ﹤0.01% 976
2021
Q3 		$8K Buy
610
+7
+1% +$99 ﹤0.01% 958
2021
Q2 		$9K Sell
603
-567
-48% -$8.2K ﹤0.01% 973
2021
Q1 		$16K Buy
1,170
+6
+0.5% +$98 ﹤0.01% 688
2020
Q4 		$22K Buy
+1,164
New +$19K ﹤0.01% 577

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Tradition Wealth Management's VTRS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Viatris (VTRS) in Q1 2024, closing a stake of 451 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in VTRS in Q4 2020 and held it in 13 quarters. The position peaked at $22K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Tradition Wealth Management reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 451 Viatris shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in Viatris in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Viatris position peaked at $22K in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.