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Wealth Alliance’s Viatris VTRS Stock Holding History

Wealth Alliance’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
2024
Q1 		– Sell
-17,016
Closed -$184K – 540
2023
Q4 		$184K Buy
17,016
+323
+2% +$3.09K 0.03% 493
2023
Q3 		$165K Sell
16,693
-174
-1% -$1.81K 0.03% 470
2023
Q2 		$168K Buy
+16,867
New +$161K 0.03% 488
2022
Q1 		– Sell
-27,571
Closed -$373K – 484
2021
Q4 		$373K Sell
27,571
-2,228
-7% -$29.8K 0.08% 284
2021
Q3 		$403K Buy
29,799
+11,177
+60% +$159K 0.09% 257
2021
Q2 		$266K Buy
18,622
+5,253
+39% +$76K 0.06% 356
2021
Q1 		$187K Buy
13,369
+2,560
+24% +$41.7K 0.05% 374
2020
Q4 		$203K Buy
+10,809
New +$176K 0.06% 366

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Alliance's VTRS Position: Q1 2024 in Review

Wealth Alliance sold out of Viatris (VTRS) in Q1 2024, closing a stake of 17,016 shares — an estimated $184K sold.

Wealth Alliance first reported a position in VTRS in Q4 2020 and held it in 8 quarters. The position peaked at $403K in Q3 2021. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Wealth Alliance reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Wealth Alliance sold 17,016 Viatris shares in Q1 2024, an estimated $184K.
  • Wealth Alliance first reported a position in Viatris in Q4 2020 and held it in 8 quarters.
  • Wealth Alliance's Viatris position peaked at $403K in Q3 2021.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Wealth Alliance's 13F filing for Q1 2024, filed 10 May 2024.