W
VTRS icon

Wealthfront’s Viatris VTRS Stock Holding History

Wealthfront’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
2018
Q3 		$237K Buy
+6,482
New +$243K ﹤0.01% 482
2018
Q2 		– Sell
-5,806
Closed -$239K – 523
2018
Q1 		$239K Buy
5,806
+1,074
+23% +$45.8K ﹤0.01% 470
2017
Q4 		$200K Buy
+4,732
New +$181K ﹤0.01% 499
2017
Q2 		– Sell
-5,234
Closed -$204K – 477
2017
Q1 		$204K Buy
+5,234
New +$211K ﹤0.01% 423
2016
Q3 		– Sell
-6,889
Closed -$298K – 387
2016
Q2 		$298K Buy
6,889
+1,788
+35% +$79.1K 0.01% 258
2016
Q1 		$236K Sell
5,101
-782
-13% -$37.7K 0.01% 285
2015
Q4 		$318K Buy
5,883
+4,298
+271% +$207K 0.01% 203
2015
Q3 		$64K Sell
1,585
-1,524
-49% -$85K ﹤0.01% 488
2015
Q2 		$211K Buy
3,109
+543
+21% +$38.4K 0.01% 256
2015
Q1 		$152K Buy
2,566
+435
+20% +$24.8K 0.01% 303
2014
Q4 		$120K Buy
2,131
+1,004
+89% +$53.9K 0.01% 330
2014
Q3 		$51K Sell
1,127
-77
-6% -$3.74K ﹤0.01% 402
2014
Q2 		$62K Buy
1,204
+384
+47% +$18.9K 0.01% 324
2014
Q1 		$40K Buy
+820
New +$39.8K 0.01% 316

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthfront's VTRS Position: Q3 2018 in Review

Wealthfront opened a new position in Viatris (VTRS) in Q3 2018: 6,482 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Wealthfront previously reported a position in VTRS as recently as Q1 2018.

Wealthfront first reported a position in VTRS in Q1 2014 and has held it in 14 quarters since. The position peaked at $318K in Q4 2015. 511 funds tracked by Wall St. Rank hold VTRS as of Q3 2018.

  • Wealthfront held 6,482 shares of Viatris worth $237K as of Q3 2018.
  • Viatris was a new Wealthfront position in Q3 2018.
  • Viatris made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #482 holding.
  • Wealthfront first reported a position in Viatris in Q1 2014 and has held it in 14 quarters since.
  • Wealthfront's Viatris position peaked at $318K in Q4 2015.
  • 511 funds tracked by Wall St. Rank held Viatris as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.