WKWM
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Walter & Keenan Wealth Management’s Viatris VTRS Stock Holding History

Walter & Keenan 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
Q1 		– Sell
-13,667
Closed -$256K – 153
2020
Q4 		$256K Buy
+13,667
New +$223K 0.09% 130

Other funds holding VTRS

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Walter & Keenan Wealth Management's VTRS Position: Q1 2021 in Review

Walter & Keenan Wealth Management sold out of Viatris (VTRS) in Q1 2021, closing a stake of 13,667 shares — an estimated $256K sold.

Walter & Keenan Wealth Management first reported a position in VTRS in Q4 2020 and held it in 1 quarter. The position peaked at $256K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Walter & Keenan Wealth Management reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 13,667 Viatris shares in Q1 2021, an estimated $256K.
  • Walter & Keenan Wealth Management first reported a position in Viatris in Q4 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Viatris position peaked at $256K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.