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Walled Lake Planning & Wealth Management’s Viatris VTRS Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-175
Closed -$2K – 306
2021
Q3 		$2K Buy
175
+38
+28% +$539 ﹤0.01% 314
2021
Q2 		$2K Buy
137
+1
+0.7% +$14 ﹤0.01% 297
2021
Q1 		$2K Hold
136
– – ﹤0.01% 291
2020
Q4 		$3K Buy
+136
New +$2.22K ﹤0.01% 271

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Walled Lake Planning & Wealth Management's VTRS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Viatris (VTRS) in Q4 2021, closing a stake of 175 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in VTRS in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 1,071 funds tracked by Wall St. Rank hold VTRS as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Viatris position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 175 Viatris shares in Q4 2021, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Viatris in Q4 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Viatris position peaked at $3K in Q4 2020.
  • 1,071 funds tracked by Wall St. Rank held Viatris as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.