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Visionary Wealth Advisors’s Viatris VTRS Stock Holding History

Visionary 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
2021
Q3 		– Sell
-14,515
Closed -$207K – 353
2021
Q2 		$207K Sell
14,515
-6,538
-31% -$94.6K 0.02% 316
2021
Q1 		$294K Sell
21,053
-2,350
-10% -$38.3K 0.03% 258
2020
Q4 		$439K Buy
+23,403
New +$382K 0.05% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Visionary Wealth Advisors's VTRS Position: Q3 2021 in Review

Visionary Wealth Advisors sold out of Viatris (VTRS) in Q3 2021, closing a stake of 14,515 shares — an estimated $207K sold.

Visionary Wealth Advisors first reported a position in VTRS in Q4 2020 and held it in 3 quarters. The position peaked at $439K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

  • Visionary Wealth Advisors reported no remaining Viatris position as of Q3 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 14,515 Viatris shares in Q3 2021, an estimated $207K.
  • Visionary Wealth Advisors first reported a position in Viatris in Q4 2020 and held it in 3 quarters.
  • Visionary Wealth Advisors's Viatris position peaked at $439K in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on Visionary Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.