WE
VTRS icon

Wealth Effects’s Viatris VTRS Stock Holding History

Wealth Effects’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
-10,455
Closed -$113K – 237
2023
Q4 		$113K Buy
+10,455
New +$100K 0.04% 215
2023
Q2 		– Sell
-15,132
Closed -$146K – 212
2023
Q1 		$146K Hold
15,132
– – 0.07% 181
2022
Q4 		$168K Sell
15,132
-11,714
-44% -$122K 0.1% 174
2022
Q3 		$229K Buy
26,846
+7,433
+38% +$73.2K 0.14% 147
2022
Q2 		$203K Sell
19,413
-61
-0.3% -$669 0.12% 163
2022
Q1 		$212K Sell
19,474
-1,937
-9% -$25.5K 0.1% 177
2021
Q4 		$290K Buy
+21,411
New +$286K 0.12% 154

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 Effects's VTRS Position: Q1 2024 in Review

Wealth Effects sold out of Viatris (VTRS) in Q1 2024, closing a stake of 10,455 shares — an estimated $113K sold.

Wealth Effects first reported a position in VTRS in Q4 2021 and held it in 7 quarters. The position peaked at $290K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Wealth Effects reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 10,455 Viatris shares in Q1 2024, an estimated $113K.
  • Wealth Effects first reported a position in Viatris in Q4 2021 and held it in 7 quarters.
  • Wealth Effects's Viatris position peaked at $290K in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.