WQ
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Wealth Quarterback’s Viatris VTRS Stock Holding History

Wealth Quarterback’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 		$14K Sell
1,109
-55
-5% -$780 0.01% 414
2021
Q2 		$17K Buy
+1,164
New +$16.8K 0.01% 382
2020
Q2 		– Sell
-143
Closed -$2.13K – 777
2020
Q1 		$2.13K Sell
143
-3,975
-97% -$76.1K ﹤0.01% 737
2019
Q4 		$4.16K Buy
+4,118
New +$76.6K ﹤0.01% 667

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

Wealth Quarterback's VTRS Position: Q3 2021 in Review

Wealth Quarterback reduced its Viatris (VTRS) stake by 4.7% in Q3 2021, selling an estimated $780 and leaving 1,109 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #414.

Wealth Quarterback first reported a position in VTRS in Q4 2019 and has held it in 4 quarters since. The position peaked at $17K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

  • Wealth Quarterback held 1,109 shares of Viatris worth $14K as of Q3 2021.
  • Wealth Quarterback sold 55 Viatris shares in Q3 2021, an estimated $780.
  • Viatris made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #414 holding.
  • Wealth Quarterback first reported a position in Viatris in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Viatris position peaked at $17K in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.