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WAM
Wealthspire Advisors (Maryland)’s
Viatris
VTRS
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
VTRS Stock Details
VTRS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-782
Closed
-$22K
–
2052
2019
Q1
$22K
Buy
782
+341
+77%
+$9.94K
﹤0.01%
1243
2018
Q4
$12K
Sell
441
-1,006
-70%
-$32.6K
﹤0.01%
1405
2018
Q3
$53K
Sell
1,447
-189
-12%
-$7.09K
﹤0.01%
946
2018
Q2
$59K
Sell
1,636
-32
-2%
-$1.25K
0.01%
912
2018
Q1
$69K
Buy
1,668
+58
+4%
+$2.47K
0.01%
868
2017
Q4
$68K
Buy
1,610
+782
+94%
+$29.9K
0.01%
879
2017
Q3
$26K
Sell
828
-77
-9%
-$2.61K
﹤0.01%
1209
2017
Q2
$35K
Buy
905
+96
+12%
+$3.68K
﹤0.01%
1077
2017
Q1
$32K
Buy
809
+72
+10%
+$2.9K
﹤0.01%
937
2016
Q4
$28K
Sell
737
-4,802
-87%
-$178K
﹤0.01%
932
2016
Q3
$211K
Sell
5,539
-299
-5%
-$13.3K
0.03%
367
2016
Q2
$252K
Sell
5,838
-39
-0.7%
-$1.73K
0.04%
302
2016
Q1
$272K
Sell
5,877
-175
-3%
-$8.45K
0.05%
277
2015
Q4
$327K
Buy
+6,052
New
+$291K
0.06%
236
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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