TRUE Private Wealth Advisors’s Viatris VTRS Stock Holding History

TRUE Private Wealth Advisors’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
2022 Q3	–	Sell	-12,547	Closed	-$131K	–	241
2022 Q2	$131K	Buy	12,547 +295	+2%	+$3.23K	0.02%	219
2022 Q1	$128K	Sell	12,252 -509	-4%	-$6.71K	0.02%	232
2021 Q4	$172K	Buy	12,761 +564	+5%	+$7.53K	0.02%	259
2021 Q3	$165K	Sell	12,197 -287	-2%	-$4.07K	0.02%	239
2021 Q2	$178K	Sell	12,484 -2,118	-15%	-$30.6K	0.03%	227
2021 Q1	$204K	Buy	14,602 +2,306	+19%	+$37.6K	0.03%	222
2020 Q4	$230K	Buy	+12,296	New	+$201K	0.04%	181
2018 Q4	–	Sell	-161	Closed	-$5.89K	–	893
2018 Q3	$5.89K	Buy	+161	New	+$6.04K	﹤0.01%	862

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

TRUE Private Wealth Advisors's VTRS Position: Q3 2022 in Review

TRUE Private Wealth Advisors sold out of Viatris (VTRS) in Q3 2022, closing a stake of 12,547 shares — an estimated $131K sold.

TRUE Private Wealth Advisors first reported a position in VTRS in Q3 2018 and held it in 8 quarters. The position peaked at $230K in Q4 2020. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

TRUE Private Wealth Advisors reported no remaining Viatris position as of Q3 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 12,547 Viatris shares in Q3 2022, an estimated $131K.
TRUE Private Wealth Advisors first reported a position in Viatris in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Viatris position peaked at $230K in Q4 2020.
980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.