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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 – 424
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

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BlackRock
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DSA
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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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return