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Wealthspire Advisors (Maryland)’s Viatris VTRS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-782
Closed -$22K – 2011
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

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VTRS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Viatris (VTRS) in Q2 2019, closing a stake of 782 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in VTRS in Q4 2015 and held it in 14 quarters. The position peaked at $327K in Q4 2015. 440 funds tracked by Wall St. Rank hold VTRS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Viatris position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 782 Viatris shares in Q2 2019, an estimated $22K.
  • Wealthspire Advisors (Maryland) first reported a position in Viatris in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Viatris position peaked at $327K in Q4 2015.
  • 440 funds tracked by Wall St. Rank held Viatris as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.