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WealthShield Partners’s Viatris VTRS Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-734
Closed -$10K – 735
2021
Q2 		$10K Sell
734
-12
-2% -$174 ﹤0.01% 762
2021
Q1 		$10K Buy
+746
New +$12.2K ﹤0.01% 811

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Macquarie Group
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DSA
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LCM
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Geode Capital Management
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DM
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Schroder Investment Management Group
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WealthShield Partners's VTRS Position: Q3 2021 in Review

WealthShield Partners sold out of Viatris (VTRS) in Q3 2021, closing a stake of 734 shares — an estimated $10K sold.

WealthShield Partners first reported a position in VTRS in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

  • WealthShield Partners reported no remaining Viatris position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 734 Viatris shares in Q3 2021, an estimated $10K.
  • WealthShield Partners first reported a position in Viatris in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Viatris position peaked at $10K in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.