U.S. Capital Wealth Advisors’s Viatris VTRS Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-137,655	Closed	-$1.53M	–	1524
2022 Q4	$1.53M	Sell	137,655 -103	-0.1%	-$1.08K	0.07%	256
2022 Q3	$1.17M	Sell	137,758 -273	-0.2%	-$2.69K	0.06%	305
2022 Q2	$1.45M	Sell	138,031 -34,881	-20%	-$382K	0.06%	284
2022 Q1	$1.88M	Sell	172,912 -133,483	-44%	-$1.76M	0.07%	266
2021 Q4	$4.15M	Buy	306,395 +67,296	+28%	+$899K	0.16%	136
2021 Q3	$3.25M	Buy	+239,099	New	+$3.39M	0.14%	168

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

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

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

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

U.S. Capital Wealth Advisors's VTRS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Viatris (VTRS) in Q1 2023, closing a stake of 137,655 shares — an estimated $1.53M sold.

U.S. Capital Wealth Advisors first reported a position in VTRS in Q3 2021 and held it in 6 quarters. The position peaked at $4.15M in Q4 2021. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 137,655 Viatris shares in Q1 2023, an estimated $1.53M.
U.S. Capital Wealth Advisors first reported a position in Viatris in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Viatris position peaked at $4.15M in Q4 2021.
988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.