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WealthPLAN Partners’s Viatris VTRS Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-951
Closed -$9.5K – 1162
2023
Q2 		$9.5K Sell
951
-94
-9% -$898 ﹤0.01% 800
2023
Q1 		$10.1K Buy
+1,045
New +$11.6K ﹤0.01% 860
2017
Q2 		– Sell
-208
Closed -$8.07K – 422
2017
Q1 		$8.07K Buy
+208
New +$8.38K 0.03% 294
2016
Q3 		$14.1K Buy
371
+351
+1,755% +$15.6K ﹤0.01% 545
2016
Q2 		$432 Buy
+20
New +$885 ﹤0.01% 2375
2015
Q4 		$4.12K Buy
+228
New +$11K ﹤0.01% 1372
2015
Q2 		$6K Sell
95
-43
-31% -$3.04K ﹤0.01% 334
2015
Q1 		$8K Buy
+138
New +$7.87K ﹤0.01% 396

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's VTRS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Viatris (VTRS) in Q3 2023, closing a stake of 951 shares — an estimated $9.5K sold.

WealthPLAN Partners first reported a position in VTRS in Q1 2015 and held it in 8 quarters. The position peaked at $14.1K in Q3 2016. 962 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 951 Viatris shares in Q3 2023, an estimated $9.5K.
  • WealthPLAN Partners first reported a position in Viatris in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Viatris position peaked at $14.1K in Q3 2016.
  • 962 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.