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WealthSource Partners’s Viatris VTRS Stock Holding History

WealthSource 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
2022
Q1 		– Sell
-13,277
Closed -$180K – 631
2021
Q4 		$180K Sell
13,277
-2,511
-16% -$33.5K 0.01% 534
2021
Q3 		$214K Sell
15,788
-127
-0.8% -$1.8K 0.02% 470
2021
Q2 		$227K Sell
15,915
-103
-0.6% -$1.49K 0.02% 420
2021
Q1 		$224K Buy
16,018
+608
+4% +$9.91K 0.02% 389
2020
Q4 		$289K Buy
15,410
+3,035
+25% +$49.5K 0.03% 296
2020
Q3 		$184K Sell
12,375
-700
-5% -$11.2K 0.02% 338
2020
Q2 		$210K Buy
13,075
+425
+3% +$6.89K 0.03% 305
2020
Q1 		$189K Buy
12,650
+1,789
+16% +$34.3K 0.03% 312
2019
Q4 		$218K Sell
10,861
-5,500
-34% -$102K 0.03% 383
2019
Q3 		$324K Buy
16,361
+965
+6% +$18.9K 0.05% 313
2019
Q2 		$293K Buy
15,396
+5,579
+57% +$123K 0.05% 335
2019
Q1 		$278K Buy
9,817
+1,399
+17% +$40.8K 0.06% 260
2018
Q4 		$231K Buy
+8,418
New +$273K 0.07% 250
2018
Q1 		– Sell
-9,505
Closed -$402K – 343
2017
Q4 		$402K Sell
9,505
-5,200
-35% -$199K 0.12% 158
2017
Q3 		$461K Buy
14,705
+5,375
+58% +$182K 0.15% 142
2017
Q2 		$362K Buy
9,330
+177
+2% +$6.79K 0.12% 171
2017
Q1 		$357K Buy
+9,153
New +$369K 0.13% 167

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

WealthSource Partners's VTRS Position: Q1 2022 in Review

WealthSource Partners sold out of Viatris (VTRS) in Q1 2022, closing a stake of 13,277 shares — an estimated $180K sold.

WealthSource Partners first reported a position in VTRS in Q1 2017 and held it in 17 quarters. The position peaked at $461K in Q3 2017. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

  • WealthSource Partners reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 13,277 Viatris shares in Q1 2022, an estimated $180K.
  • WealthSource Partners first reported a position in Viatris in Q1 2017 and held it in 17 quarters.
  • WealthSource Partners's Viatris position peaked at $461K in Q3 2017.
  • 1,022 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.